Matthew Paul Simosky

Employer firm

Wisdom Financial Services, L.l.c. CRD 127385

$779M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → Present
  Wisdom Financial Services, L.L.C.
  Geneseo, IL
• 01/2020 → Present
  Matthew Paul Simosky Dba Simosky Tax And Accounting
  Geneseo, IL
• 05/2004 → 05/2024
  John Deere
  Milan, IL
• 01/2020 → Present
  Matthew Paul Simosky Dba Simosky Financial Planning
  Geneseo, IL

Other Businesses

1. Simosky Tax & Accounting; not investment related; Geneseo, IL; Accounting and taxes; Accountant and tax preparer; 01/2024; appx 1 week a month, most of which are during trading hours; accounting 2. Simosky Financial Planning; not investment related; Geneseo, IL; Financial Planning; Sole PProp and Owner; 01/2020; appx 3 weeks/month; most of which are during trading hours;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-23