Wise Planning, Inc.

Wise Planning, Inc. (CRD# 123821) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, IL, WA, WI

Financial Advisors at Wise Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kathryn S. Smith
CRD#: 1504552
Winnetka, IL
96
Wealthminder
score

Kathryn Smith (CRD# 1504552) is an Investment Advisor Representative working at Wise Planning, Inc. in Winnetka, IL and has over 31 years of experience in the finance industry. Kathryn Smith 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
Deborah R. Wise
CRD#: 1631463
Winnetka, IL
96
Wealthminder
score

Deborah Wise (CRD# 1631463) is an Investment Advisor Representative working at Wise Planning, Inc. in Winnetka, IL and has over 24 years of experience in the finance industry. Deborah Wise 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
Miranda Shoop
CRD#: 6624396
Seattle, WA
75
Wealthminder
score

Miranda Shoop (CRD# 6624396) is an Investment Advisor Representative working at Wise Planning, Inc. in Seattle, WA and has 1 year of experience in the finance industry.

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