# WISDOM FINANCIAL SERVICES, L.L.C.

WISDOM FINANCIAL SERVICES, L.L.C. of GENESEO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 127385
- Type: SEC-registered investment adviser
- SEC file number: 801-112566
- Location: 1043 SOUTH OAKWOOD AVE, GENESEO, IL, 61254
- Phone: 309-944-1117
- Latest filing: 2026-07-29
- Regulatory AUM: $779.2M
- Discretionary AUM: $779.2M
- Clients: 14
- Accounts: 3,989

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Gregory A Heaton | MANAGING MEMBER, WEALTH COACH & CCO | — |
| John William Bean | MANAGING MEMBER & WEALTH COACH | — |
| Robert N Nash | MANAGING MEMBER & WEALTH COACH | — |
| Curtis J Ford | MANAGING MEMBER & WEALTH COACH | — |
| Justin Michael Heaton | MANAGING MEMBER & WEALTH COACH | — |
| Michael Anthony Wiegand | MANAGING MEMBER & WEALTH COACH | — |
| James H Nash | MANAGING MEMBER & WEALTH COACH | — |
| HEATON GREGORY A | MANAGING MEMBER, WEALTH COACH & CCO | — |
| BEAN JOHN WILLIAM | MANAGING MEMBER & WEALTH COACH | — |
| NASH JAMES H | MANAGING MEMBER & WEALTH COACH | — |
| NASH ROBERT N | MANAGING MEMBER & WEALTH COACH | — |
| FORD CURTIS J | MANAGING MEMBER & WEALTH COACH | — |
| HEATON JUSTIN MICHAEL | MANAGING MEMBER & WEALTH COACH | — |
| WIEGAND MICHAEL ANTHONY | MANAGING MEMBER & WEALTH COACH | — |
| Gregory A. Heaton | MANAGING MEMBER, WEALTH COACH & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127385/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127385/similar
- Related entities: https://search.stillhousedata.com/firm/127385/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127385

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.