Wisdom Wealth Strategies

Wisdom Wealth Strategies (CRD# 170230) is a financial advisory firm headquartered in Denver, CO. They manage $30,400,000 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $99,672
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, CO

Financial Advisors at Wisdom Wealth Strategies
Showing 1 - 3 of 3 top financial advisors.
1
Andrea L. Blackwelder
CRD#: 4983330
400 S. Colorado Blvd, Suite 610, Denver, CO 80246
96
Wealthminder
score

Andrea Blackwelder (CRD# 4983330) is an Investment Advisor Representative working at Wisdom Wealth Strategies in Denver, CO and has over 11 years of experience in the finance industry. Andrea Blackwelder 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.

2
Joseph D. Clemens
CRD#: 4877222
400 S. Colorado Blvd, Suite 610, Denver, CO 80246
96
Wealthminder
score

Joseph Clemens (CRD# 4877222) is an Investment Advisor Representative working at Wisdom Wealth Strategies in Denver, CO and has over 11 years of experience in the finance industry. Joseph Clemens 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.

3
Maggie M. Kirchhoff
CRD#: 5277923
400 S. Colorado Blvd, Suite 610, Denver, CO 80246
96
Wealthminder
score

Maggie Kirchhoff (CRD# 5277923) is an Investment Advisor Representative working at Wisdom Wealth Strategies in Denver, CO and has over 8 years of experience in the finance industry. Maggie Kirchhoff 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.

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