LifeWise Wealth Advisors

EST. AUM
$491,909,807

CONTACTS

CLIENT ACCOUNTS
1,123

Firm Details

Metro area Chicago
CRD Number 341748
Website lifewisewealth.com
Client types

Overview

LifeWise Wealth Advisors (Central Illinois Group, LLC) is a Champaign, Illinois-based SEC-registered investment adviser (CRD #341748) offering comprehensive financial planning and investment management to individuals, families, and retirees. Founded in 2016, the firm employs 8 staff including 4 CFP-credentialed advisors led by Founding Partner John Foley CFP and Managing Partner John Kennedy CFP. Securities are offered through Cetera Wealth Services LLC; advisory services through Cetera Investment Advisers LLC. Client assets are custodied at National Financial Services (NFS/Fidelity) via NetXInvestor. The firm also operates an affiliated tax practice, LifeWise Tax Advisors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

LifeWise Wealth Advisors

Platform Details

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