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

http://www.wiser-advisor.com

By the Numbers

Total Assets Under Management

118

MILLION
Total Number of Accounts

240

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Larry Lytle

CRD#: 4872962

Phoenix, AZ

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.

Zachary E. Lytle

CRD#: 7028307

Phoenix, AZ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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