Wisdom Financial Services, L.L.C.

Overview

Wisdom Financial Services, L.L.C. is an SEC registered investment adviser based in Geneseo, IL, registered since 2018. It reports $779M in assets under management across 3,989 accounts, with 14 employees. It has 9 investment adviser representatives.

Reported AUM

$779M

Discretionary

100%

Accounts

3,989

Average account

$195K

Employees

14

Advisory reps

9

Registered since

2018

Jurisdictions

16

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Curtis J Ford Managing Member, Wealth Coach CRD 4677498
• Gregory A Heaton Managing Member CRD 2789066
• Justin Michael Heaton Managing Member, Wealth Coach CRD 5918819

Advisory reps 3 of 9

• Jeffrey D Amman Investment Adviser Rep CRD 7789605
• Curtis J Ford Investment Adviser Rep CRD 4677498
• Gregory A Heaton Investment Adviser Rep CRD 2789066

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1043 S Oakwood Ave
Geneseo, IL 61254

County

Henry

Metro area

Davenport-Moline-Rock Island, IA-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: wisdomfinancial.net

Every state, with registration dates

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