Robert
Nash
Wisdom Financial Services, L.L.C
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Nash is a certified financial planner operating in Geneseo, Illinois with a total of 19 years of industry experience. Nash currently works for Wisdom Financial Services, L.L.C. Throughout their career, Nash has worked at Wisdom Financial Services, LLC and Nash Nash. Nash is able to serve investors in Illinois and Iowa. Wisdom Financial Services, L.L.C is a registered investment business that has its headquarters in Geneseo, IL. The investment advisory business has offices in three locations and a total of 15 financial advisors. It controls $501 million in total assets across its 3,106 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Wisdom Financial Services, L.L.C may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wisdom Financial Services, L.L.C Brokerage Details
$501,132,210
15
3,106
$161,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Nash Work History
Robert has been registered as a financial advisor for 19 years.*
Wisdom Financial Services, LLC
Nash Nash
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Nash 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
