Wisdom Investment Strategies, LLC

Wisdom Investment Strategies, LLC (CRD# 284236) is a financial advisory firm headquartered in Rocky River, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OH

Financial Advisors at Wisdom Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jerry R. Herman
CRD#: 2011620
19066 Old Detroit Rd, Unit # Up East, Rocky River, OH 44116
90
Wealthminder
score

Jerry Herman (CRD# 2011620) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Rocky River, OH and has 1 year of experience in the finance industry.

2
Kenneth J. Patsey
CRD#: 1396728
19066 Old Detroit Rd, Unit # Up East, Rocky River, OH 44116
90
Wealthminder
score

Kenneth Patsey (CRD# 1396728) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Rocky River, OH and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.