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Deborah Rose Wise

Wise Planning, Inc.

Seattle, WA

Winnetka, IL

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Current Employers
Wise Planning, Inc.

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2007-01-09
IL RA APPROVED 1998-11-16
  • WA RA
    APPROVED
    Since 2007-01-09
  • IL RA
    APPROVED
    Since 1998-11-16

Branch Locations

Seattle, WA • United States

1401 Tower Road, Winnetka, IL 60093 • 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
Wise Planning Chicago IL 01/1997 04/2019
Wise Planning Seattle WA 04/2019 Present
  • 01/1997 → 04/2019
    Wise Planning
    Chicago, IL
  • 04/2019 → Present
    Wise Planning
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-07
  • S63 Uniform Securities Agent State Law Examination
    1992-12-07
Designations
Other Names
  • Debbie Wise
  • Deborah R Wise

View on SEC IAPD

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