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Julia Ann Wiese

Wisdom Financial Services, L.L.C.

Geneseo, IL

Geneseo, IL

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Current Employers
Wisdom Financial Services, L.L.C.

1043 South Oakwood Ave, Geneseo, IL 61254 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-17
  • IL RA
    APPROVED
    Since 2025-02-17

Branch Locations

1043 South Oakwood Ave, Geneseo, IL 61254 • United States

Geneseo, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wisdom Financial Services, L.L.C. Genesco IL 01/2025 Present
Thomas Reuters Ann Arbor MI 05/2016 04/2025
Wiese Accounting Genesco IL 01/2004 Present
  • 01/2025 → Present
    Wisdom Financial Services, L.L.C.
    Genesco, IL
  • 05/2016 → 04/2025
    Thomas Reuters
    Ann Arbor, MI
  • 01/2004 → Present
    Wiese Accounting
    Genesco, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-17
  • S65 Uniform Investment Adviser Law Examination
    2025-02-17
Other Names
  • Julie Ann Wiese
  • Julia Ann Lobaito
  • Julie Ann Lobaito

View on SEC IAPD

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