Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wisdom Financial Services, L.l.c. CRD 127385
$779M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1043 South Oakwood Ave, Geneseo, IL 61254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-03-24 |
| IL | RA | APPROVED | 2016-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nash Bean Ford & Brown, Llp(Formerly Nash Nash Bean & Ford) | Geneseo | IL | 08/2013 | 06/2024 |
| Wisdom Financial Services, Llc | Geneseo | IL | 11/2015 | Present |
| Greenwood Law, Llc | Rock Island | IL | 06/2024 | Present |
Attorney with Greenwood Law, LLC in Rock Island, for about 40 hours a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-17 |
Reach out to this advisor