# Wisdom Financial Services, L.l.c.
Source: https://planprovider.pro/provider/wisdom-financial-services-llc

> Investment advisory and financial planning are the focus at Wisdom Financial Services, L.L.C., a registered investment adviser that works with individuals an…

Retirement Plan Advisor

Geneseo, IL

## About Wisdom Financial Services, L.l.c.

<p>Investment advisory and financial planning are the focus at Wisdom Financial Services, L.L.C., a registered investment adviser that works with individuals and families. The firm uses a coaching-style process that helps clients clarify what they want their money to do and then build an investment strategy around those goals.</p>

<p>Headquartered in Geneseo in the Quad Cities region, Wisdom Financial Services has additional offices in Galesburg and Moline, Illinois, and in Davenport, Iowa, supporting clients across western Illinois and eastern Iowa. The firm reports $0.8B in assets under management (2026).</p>

<p>Wisdom Financial operates as a fiduciary and offers workshops for clients who want a clearer understanding of investing and planning topics. For employers, the firm provides 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, providing investment advice to plan sponsors while the sponsor retains final decision-making authority.</p>

<p>The firm also works with clients in AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, NH, TN, TX, and WI. A key differentiator is its emphasis on coaching conversations that connect day-to-day financial decisions to a defined purpose.</p>

<ul>
<li>Registered investment adviser; fiduciary guidance</li>
<li>3(21) retirement plan fiduciary support for employers</li>
<li>Investment advice and financial planning for individuals and families</li>
<li>Educational workshops on planning and investment topics</li>
<li>Offices in Geneseo (HQ), Galesburg, Moline, and Davenport</li>
</ul>

Website: [https://www.wisdomfinancial.net/](https://www.wisdomfinancial.net/)

## Office Locations

- Davenport, IA

- Geneseo, IL (Headquarters)

- Galesburg, IL

- Moline, IL

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $779.2M

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