Wisdom Investments, Inc.

Wisdom Investments, Inc. (CRD# 123197) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $20,000,000 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $121,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL

Financial Advisors at Wisdom Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William S. Kmiecik
CRD#: 2737822
2015 S Arlington Hts Rd Ste 113, Arlington Heights, IL 60005
93
Wealthminder
score

William Kmiecik (CRD# 2737822) is an Investment Advisor Representative working at Wisdom Investments, Inc. in Arlington Heights, IL and has over 21 years of experience in the finance industry.

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