Jose Cuevas Inc. Dba Wisdom Investments Inc.
Jose Cuevas Inc. Dba Wisdom Investments Inc. (CRD# 123197) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $36,616,230 in 241 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management37MILLION
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Total Number of Accounts241ACCOUNTS
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Average Account Value$151,935
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IL
Jose Cuevas (CRD# 4550864) is an Investment Advisor Representative working at High Five Financial in Elgin, IL and has over 14 years of experience in the finance industry. High Five Financial was created to serve an ever-growing need for clients to have one on one attention from a financial planner who is not tied to the interests of a giant corporation. As Independent, Fiduciary, fee-based financial planners, we are able to provide you with unbiased advice while still utilizing the best products available for your goals. In addition, while many financial institutions have changed their business models to primarily cater to the affluent client, our belief is that each client matters. Every client should have the opportunity to leave the lasting legacy for their family they desire. Our goal is to help assist you in making the world a better place for your family and for those God has called you to love and serve with whatever treasure has been entrusted to you.
Scott Neubauer (CRD# 7898007) is an Investment Advisor Representative working at Jose Cuevas Inc. Dba Wisdom Investments Inc. in Lake In The Hills, IL and has 1 year of experience in the finance industry.