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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2020
- Office Locations
- 1
Office Locations
About Wismed Financial, Inc.
WisMed Financial is a fee-only, independent fiduciary firm built for physicians, owned by the Wisconsin Medical Society (profits support the Society). It delivers comprehensive planning and investment management—debt and student-loan strategy, tax planning, retirement income planning (including Social Security and Medicare choices), and estate-plan coordination—while building portfolios aimed at controlling risk, improving income, and reducing fees. Custody through Schwab.
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Owner & Executives
MARK ALAN ZIETY
Chief Compliance Officer, Director, EXECUTIVE DIRECTOR
- CRD
- #4902024
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,534,068 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,534,068 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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