CRD: 127385
Wisdom Financial Services, L.l.c.
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2003
- Office Locations
- 3
Office Locations
About Wisdom Financial Services, L.l.c.
Wisdom Financial Services, L.L.C. is an Illinois-based RIA serving individuals and families with financial planning and ongoing asset management, including tax and estate planning, insurance, and legacy/business succession guidance. The team emphasizes investor education and coaching with regularly scheduled investing workshops, and builds allocation-driven portfolios using publicly traded funds (including mutual funds) on platforms such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN WILLIAM BEAN
Investment Advisor Representative, Managing Member
- CRD
- #4594454
- Ownership
- 25% but less than 50%
CURTIS J FORD
Investment Advisor Representative, Managing Member
- CRD
- #4677498
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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JEFFREY D AMMAN
Financial Advisor
- CRD
- #7789605
Jacob Ronald Miller
--
- CRD
- #8030962
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $779,162,589 | $195,328 |
| Non-Discretionary | $0 | -- |
| Total | $779,162,589 | $195,328 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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