Wisdom Financial Services, LLC

Wisdom Financial Services, LLC (CRD# 127385) is a financial advisory firm headquartered in Geneseo, IL. They manage $578,239,236 in 1,348 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $428,961
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, MN, MO, NH, TN, TX, WI

Financial Advisors at Wisdom Financial Services, LLC
Showing 1 - 10 of 11 top financial advisors.
1
John W. Bean
CRD#: 4594454
445 U.s. Highay 6 East, Geneseo, IL 61254

John Bean (CRD# 4594454) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 21 years of experience in the finance industry.

2
Curtis J. Ford
CRD#: 4677498
1043 South Oakwood Ave, Geneseo, IL 61254

Curtis Ford (CRD# 4677498) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 20 years of experience in the finance industry.

3
Gregory A. Heaton
CRD#: 2789066
445 U.s. Highway 6 Eas, Geneseo, IL 61254

Gregory Heaton (CRD# 2789066) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 23 years of experience in the finance industry.

4
Justin M. Heaton
CRD#: 5918819
1043 South Oakwood Ave, Geneseo, IL 61254

Justin Heaton (CRD# 5918819) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 11 years of experience in the finance industry.

5
Scott T. Moorhead
CRD#: 6798757
1043 South Oakwood Ave, Geneseo, IL 61254

Scott Moorhead (CRD# 6798757) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 6 years of experience in the finance industry.

6
James H. Nash
CRD#: 4677495
1043 South Oakwood Ave, Geneseo, IL 61254

James Nash (CRD# 4677495) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 17 years of experience in the finance industry.

7
Robert N. Nash
CRD#: 4677497
445 U.s. Highway 6 East, Geneseo, IL 61254

Robert Nash (CRD# 4677497) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has 1 year of experience in the finance industry.

8
Michael A. Wiegand
CRD#: 5574198
1043 South Oakwood Ave, Geneseo, IL 61254

Michael Wiegand (CRD# 5574198) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 18 years of experience in the finance industry.

9
Benjamin T. Young
CRD#: 6584604
1043 South Oakwood Ave, Geneseo, IL 61254

Benjamin Young (CRD# 6584604) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 8 years of experience in the finance industry.

10
Jeffrey D. Amman
CRD#: 7789605
1043 South Oakwood Ave, Geneseo, IL 61254

Jeffrey Amman (CRD# 7789605) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has 1 year of experience in the finance industry.

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