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Jeffrey D Amman

Wisdom Financial Services, L.L.C.

Geneseo, IL

CRD 7789605

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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:

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

Nearby Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

SCOTT T MOORHEAD
CURTIS J FORD
JUSTIN MICHAEL HEATON

Nearby Offices

EDWARD JONES · Geneseo, IL
EDWARD JONES · GENESEO, IL
AMERIPRISE FINANCIAL SERVICES, LLC · GENESEO, IL

More in Geneseo, IL

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