Wisdom Financial Services, L.L.C.

CRD 127385 · Geneseo, IL · $779.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 127385
SEC number: 801-112566
Firm type: RIA
Assets under management: $779.2M as of Feb 2, 2026
Website: www.wisdomfinancial.net ↗
Phone: 309-944-1117
Address: 1043 South Oakwood Ave, Geneseo, IL, 61254

Advisors at this firm

8 in our index · page 1 of 1

Jeffrey D AmmanCRD 7789605 · Geneseo, IL

IA Registered
Curtis J FordCRD 4677498 · Geneseo, IL

IA Registered
Gregory A. HeatonCRD 2789066 · Geneso, IL

IA Registered
Justin Michael HeatonCRD 5918819 · Geneseo, IL

IA Registered
Scott T MoorheadCRD 6798757 · Geneseo, IL

IA Registered
Matthew Paul SimoskyCRD 7315375 · Geneseo, IL

IA Registered
Julia Ann WieseCRD 8040897 · Geneseo, IL

IA Registered
Benjamin Thomas YoungCRD 6584604 · Geneseo, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.