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Wisdom Financial Services, L.L.C.

EST. AUM
$779,162,589

CONTACTS
4

CLIENT ACCOUNTS
3,989

Firm Details

Metro area Chicago
CRD Number 127385
Website wisdomfinancial.net
Client types

Overview

Wisdom Financial Services, L.L.C. is a registered investment advisory firm headquartered in Geneseo, Illinois, offering fee-based investment advisory services to individuals and families across multiple U.S. states. The firm places a strong emphasis on investment coaching, investor education, disciplined portfolio management, and long-term financial confidence, seeking to help clients understand markets and develop structured, diversified portfolios rather than speculative strategies. Wisdom’s approach integrates academic insights into investing and behavioral coaching to support client decision-making.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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