Curtis
Ford
Wisdom Financial Services, L.L.C
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About this Advisor
Curtis Ford is a financial advisor based in Geneseo, Illinois, working with Wisdom Financial Services, L.L.C. Curtis has previously held positions at Wisdom Financial Services, LLC and Nash Bean Ford & Brown, Llp (formerly Nash Nash Bean Ford, Llp). Curtis has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Iowa. Currently, Curtis is part of Wisdom Financial Services, L.L.C, which operates out of Geneseo, Illinois. The firm has 3 offices and 16 employees. The firm manages assets totaling $578.2 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wisdom Financial Services, L.L.C includes asset-based and other fees.
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Wisdom Financial Services, L.L.C Brokerage Details
$578,239,236
16
1,348
$428,961
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Curtis Ford Work History
Wisdom Financial Services, LLC
Nash Bean Ford & Brown, Llp (Formerly Nash Nash Bean Ford, Llp)
Disclosures
Please visit the SEC profile of Curtis Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wisdom Financial Services, L.L.C
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
