Wisely Advised

Wisely Advised (CRD# 159093) is a financial advisory firm headquartered in Hammond, IN. They manage $49,648,247 in 427 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

2901 Carlson Drive, Suite 374, Hammond, IN 46323

https://www.facebook.com/wiselyadvisedmoney/

By the Numbers

Total Assets Under Management

50

MILLION
Total Number of Accounts

427

ACCOUNTS
Average Account Value

$116,272

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Wisely Advised

Showing 1 - 2 of 2 top financial advisors.

Jorge A. Velasquez

CRD#: 5638061

2901 Carlson Drive, Suite 374, Hammond, IN 46323

Jorge Velasquez (CRD# 5638061) is an Investment Advisor Representative working at Wisely Advised in Hammond, IN and has over 15 years of experience in the finance industry.

Kenneth J. Michaels

CRD#: 7661437

2901 Carlson Drive, Suite 374, Hammond, IN 46323

Kenneth Michaels (CRD# 7661437) is an Investment Advisor Representative working at Wisely Advised in Hammond, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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