Best Investors Account Sign in
Inactive

Jeffrey D Amman

Wisdom Financial Services, L.L.C.

Geneseo, IL

Claim This Profile
Current Employers
Wisdom Financial Services, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-27
  • IL RA
    APPROVED
    Since 2023-10-27

Branch Locations

1043 South Oakwood Ave, Geneseo, IL 61254 • 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
Ih Mississippi Valley Credit Union Moline IL 09/2009 07/2023
Wisdom Financial Services, L.L.C. Geneseo IL 08/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-27
  • S65 Uniform Investment Adviser Law Examination
    2023-10-27

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE WEALTH, LLC
PR WEALTH MANAGEMENT GROUP
LPL FINANCIAL LLC

Other Investors

SCOTT T MOORHEAD
CURTIS J FORD
JUSTIN MICHAEL HEATON
Benjamin Thomas Young
MATTHEW PAUL SIMOSKY
Jacob Ronald Miller
Julia Ann Wiese
Thomas Michael Taylor

Other Offices

EDWARD JONES · Geneseo, IL
EDWARD JONES · GENESEO, IL
AMERIPRISE FINANCIAL SERVICES, LLC · GENESEO, IL
THRIVENT INVESTMENT MANAGEMENT INC. · Geneseo, IL
EDWARD JONES · GENESEO, IL
PFS INVESTMENTS INC. · GENESEO, IL
PFS INVESTMENTS INC. · GENESEO, IL
EDWARD JONES · SILVIS, IL

More in Geneseo, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor