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WISDOM FINANCIAL SERVICES, L.L.C.

GENESEO, IL · CRD 127385 · IAPD ↗ · wisdomfinancial.net · 309-944-1117

$779.2MRegulatory AUM
10Advisory reps
14Employees
0Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — WISDOM FINANCIAL SERVICES, L.L.C. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2024 — WISDOM FINANCIAL SERVICES, L.L.C. notice-filed in MN, NH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — WISDOM FINANCIAL SERVICES, L.L.C. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.