Wiser Advisor Group
Wiser Advisor Group (CRD# 326579) is a financial advisory firm headquartered in , . They manage $117,721,540 in 240 accounts and serve the financial needs of clients across 14 states (or territories).
Current Firm Details
Wiser Advisor Group
By the Numbers
-
Total Assets Under Management118MILLION
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Total Number of Accounts240ACCOUNTS
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Average Account Value$490,506
Compensation Options
- A percentage of assets under your management
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, DE, IN, MA, MI, NC, NJ, NV, SC, TN, TX, WI
Financial Advisors at Wiser Advisor Group
1
Larry Lytle (CRD# 4872962) is an Investment Advisor Representative working at Wiser Advisor Group in Phoenix, AZ and has over 19 years of experience in the finance industry.
2
Zachary Lytle (CRD# 7028307) is an Investment Advisor Representative working at Wiser Advisor Group in Phoenix, AZ and has over 4 years of experience in the finance industry.
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