# Julia Wiese

> Julia Wiese is a fee-only financial advisor at Wisdom Financial Services in Geneseo, Illinois. Wisdom Financial Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/julia-wiese/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wisdom Financial Services
- **Based in:** Geneseo, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $779.2M across 3,989 accounts
- **CRD:** 8040897 (https://adviserinfo.sec.gov/individual/summary/8040897)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2025)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.wisdomfinancial.net/

## Frequently asked questions

### Is Julia Wiese a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and Wisdom Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julia charge for financial advice?

Julia's firm, Wisdom Financial Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Julia Wiese based?

Julia Wiese is based in Geneseo, Illinois.

### Is Julia Wiese registered with the SEC?

Yes. Julia Wiese is registered as an investment adviser representative in IL (CRD 8040897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wisdom Financial Services manage?

Wisdom Financial Services reports $779.2M across 3,989 accounts in assets under management.

### How do I contact Julia Wiese?

Through Julia's website, www.wisdomfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8040897): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.