Julia Wiese
Wisdom Financial Services · Geneseo, Illinois
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.
Request an introduction to Julia →
Facts
| Firm | Wisdom Financial Services |
|---|---|
| Based in | Geneseo, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $779.2M across 3,989 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8040897 |
| Exams passed | Series 65 (2025) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.wisdomfinancial.net |
How Julia's firm compares
- Wisdom Financial Services's average account is about $195,000, from its Form ADV (assets managed divided by 3,989 accounts).
Request an introduction to Julia
Tell Julia a little about what you're looking for. Julia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Julia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.