WISDOM FINANCIAL SERVICES, L.L.C. of GENESEO, IL is an SEC-registered investment adviser (CRD 127385). Regulatory assets under management: $779.2M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth.
| 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 | — |