Wisdom Financial Services, LLC

Wisdom Financial Services, LLC (CRD# 127385) is a financial advisory firm headquartered in Geneseo, IL. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IA, IL, IN, MO, TX

Financial Advisors at Wisdom Financial Services, LLC
Showing 1 - 8 of 8 top financial advisors.
1
John W. Bean
CRD#: 4594454
445 U.s. Highay 6 East, Geneseo, IL 61254
93
Wealthminder
score

John Bean (CRD# 4594454) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 14 years of experience in the finance industry.

2
Curtis J. Ford
CRD#: 4677498
445 U.s. Highway 6 East, Geneseo, IL 61254
93
Wealthminder
score

Curtis Ford (CRD# 4677498) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 13 years of experience in the finance industry.

3
Gregory A. Heaton
CRD#: 2789066
445 U.s. Highway 6 Eas, Geneseo, IL 61254
93
Wealthminder
score

Gregory Heaton (CRD# 2789066) 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.

4
James H. Nash
CRD#: 4677495
1043 South Oakwood Ave, Geneseo, IL 61254
93
Wealthminder
score

James Nash (CRD# 4677495) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 10 years of experience in the finance industry.

5
Michael A. Wiegand
CRD#: 5574198
1043 South Oakwood Ave, Geneseo, IL 61254
93
Wealthminder
score

Michael Wiegand (CRD# 5574198) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 12 years of experience in the finance industry.

6
Justin M. Heaton
CRD#: 5918819
1043 South Oakwood Ave, Geneseo, IL 61254
90
Wealthminder
score

Justin Heaton (CRD# 5918819) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 5 years of experience in the finance industry.

7
Robert N. Nash
CRD#: 4677497
445 U.s. Highway 6 East, Geneseo, IL 61254
90
Wealthminder
score

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. Robert Nash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Benjamin T. Young
CRD#: 6584604
1043 South Oakwood Ave, Geneseo, IL 61254
87
Wealthminder
score

Benjamin Young (CRD# 6584604) 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.