Wise Wealth is a full-service, fiduciary financial planning firm. We understand that retirement is complicated and each situation is unique. That's why we take time upfront to understand you and what you're trying to accomplish.
Having a plan can help bring confidence and peace for your retirement. We work with you to craft your retirement plan and help you put it into motion so that you can enjoy a successful retirement.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wise Wealth, LLC | Lee's Summit, MT | Feb 2018 - Current | 6 |
| Bright Portfolios, LLC | Lee's Summit, MO | Jun 2017 - Current | 6 |
| Three Nine Investments, LLC | Grain Valley, MO | Jan 2016 - Current | 8 |
| Three Nine Financial | Blue Springs, MO | May 2016 - May 2019 | 3 |
| Cwm Advisors, Llc D/b/a Insprie | Grain Valley, MO | Jan 2017 - Apr 2017 | < 1 |
| Mitchell Capital Management Co | Leawood, KS | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
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Total Assets Under Management326MILLIONS
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Total Number of Accounts3,419ACCOUNTS
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Average Account Value$95,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, KS, MA, MO, OH, TX
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