Eric
Wiseman
Read & Powell Financial Services, LLC
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About this Advisor
Eric Wiseman is a financial advisor based out of Elko, Nevada with 5 years of relevant experience. Wiseman currently works for Read & Powell Financial Services, LLC. They have spent their complete career at Read & Powell Financial Services, Llc. Wiseman holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Nevada. Read & Powell Financial Services, LLC is a financial advisory business that has its headquarters in Elko, NV. It oversees $115 million in total assets among its 582 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 582 client accounts, 93% are held by high-net-worth clients who have greater than $1 million in investable assets. Read & Powell Financial Services, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely vary depending on the services. However, fees billed by Read & Powell Financial Services, LLC may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Read & Powell Financial Services, LLC Brokerage Details
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$114,453,643
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6
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582
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$196,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Wiseman Work History
Eric has been registered as a financial advisor for 5 years.*
Read & Powell, Llp
*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 Eric Wiseman 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 Read & Powell Financial Services, LLC
Elko, NV
Elko, NV
Elko, NV
Elko, NV
Elko, NV
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.
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