Wiser Investments

Wiser Investments (CRD# 153347) is a financial advisory firm headquartered in Lynden, WA. They manage $4,283,965 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $85,679
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

WA

Financial Advisors at Wiser Investments
Showing 1 - 1 of 1 top financial advisors.
1
Robert N. Mattison
CRD#: 2412243
Lynden, WA
73
Wealthminder
score

Robert Mattison (CRD# 2412243) is an Investment Advisor Representative working at Wiser Investments in Lynden, WA and has over 23 years of experience in the finance industry.

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