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 13 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 12 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 16 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 9 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 11 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 4 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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