Wisdom Financial Services, L.L.C.
● SEC registered since 2018CRD 127385SEC# 801-112566Geneseo, IL
Reg. AUM
$779.2M
Employees
14
Accounts
3,989
Location
Geneseo, IL
Wisdom Financial Services, L.L.C. assets under management
Wisdom Financial Services, L.L.C. is an investment advisory firm registered with the SEC based in Geneseo, IL. The firm has been registered since 2018. It reports $779.2 million in regulatory assets under management and employs 14 people.
Wisdom Financial Services, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis J Ford Control | Managing Member & Wealth Coach | 25-50% | 2003 |
| Gregory A. Heaton Control | Managing Member, Wealth Coach & Cco | 25-50% | 2003 |
| John William Bean Control | Managing Member & Wealth Coach | 25-50% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Wisdom Financial Services, L.L.C. manage?
Wisdom Financial Services, L.L.C. reports $779.2 million in regulatory assets under management on its Form ADV.
How many employees does Wisdom Financial Services, L.L.C. have?
Wisdom Financial Services, L.L.C. reports 14 employees.
Where is Wisdom Financial Services, L.L.C. located?
Wisdom Financial Services, L.L.C. is based in Geneseo, IL and has been SEC-registered since 2018.
Does Wisdom Financial Services, L.L.C. disclose fund performance?
Wisdom Financial Services, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1043 South Oakwood Ave, Geneseo, IL 61254 |
| Phone | 309-944-1117 |
| Fax | 309-944-1118 |
| Office hours | 8:00a.m.- 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$779.2M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$779.2Mregulatory AUM
Discretionary $779.2M