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).

Current Firm Details
1043 South Oakwood Ave, Geneseo, IL 61254
https://www.wisdomfinancial.net/
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 11 - 11 of 11 top financial advisors.
11
Matthew Simosky, financial advisor Geneseo IL
Matthew P. Simosky
CRD#: 7315375
1043 South Oakwood Ave, Geneseo, IL 61254

Matthew Simosky (CRD# 7315375) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 3 years of experience in the finance industry.

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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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