MS
Matthew P. Simosky
WISDOM FINANCIAL SERVICES, L.L.C.
Geneseo, IL 61254
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CRD#: 7315375
MS
Professional summary
Matthew Paul Simosky is a registered financial advisor currently at WISDOM FINANCIAL SERVICES, L.L.C. located in Geneseo, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Simosky Tax & Accounting; not investment related; Geneseo, IL; Accounting and taxes; Accountant and tax preparer; 01/2024; appx 1 week a month, most of which are during trading hours; accounting 2. Simosky Financial Planning; not investment related; Geneseo, IL; Financial Planning; Sole PProp and Owner; 01/2020; appx 3 weeks/month; most of which are during trading hours;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Simosky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 27, 2021 - Present
WISDOM FINANCIAL SERVICES, L.L.C.
Office #1: 1043 South Oakwood Ave, Geneseo, IL 61254RIA
CRD#: 127385
Geneseo, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WISDOM FINANCIAL SERVICES, L.L.C.
WISDOM FINANCIAL SERVICES, L.L.C. | WISDOM FINANCIAL SERVICES, LLC
CRD#: 127385 / SEC#: 801-112566
RIA
Registered Investment Advisory firm - (3/5/2018 Approved)Colorado
Registered Investment Advisory firm - (3/20/2018 Terminated)Illinois
Registered Investment Advisory firm - (3/5/2018 Terminated)Indiana
Registered Investment Advisory firm - (3/20/2018 Terminated)Iowa
Registered Investment Advisory firm - (3/20/2018 Terminated)Missouri
Registered Investment Advisory firm - (3/20/2018 Terminated)Texas
Registered Investment Advisory firm - (3/20/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(5/27/2021)
Current Firm
WF
WISDOM FINANCIAL SERVICES, L.L.C.
WISDOM FINANCIAL SERVICES, L.L.C. | WISDOM FINANCIAL SERVICES, LLC
CRD#: 127385 / SEC#: 801-112566
RIA
Registered Investment Advisory firm - (3/5/2018 Approved)Colorado
Registered Investment Advisory firm - (3/20/2018 Terminated)Illinois
Registered Investment Advisory firm - (3/5/2018 Terminated)Indiana
Registered Investment Advisory firm - (3/20/2018 Terminated)Iowa
Registered Investment Advisory firm - (3/20/2018 Terminated)Missouri
Registered Investment Advisory firm - (3/20/2018 Terminated)Texas
Registered Investment Advisory firm - (3/20/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1043 South Oakwood Ave, Geneseo, IL 61254
Mailing Address
P.o. Box 237, Geneseo, IL 61254
Phone number
(309) 944-1117
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,423 |
| AUM (Assets Under Management) | $ 635,352,146 |
Red Flags
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Company Information
WISDOM FINANCIAL SERVICES, L.L.C.
CRD#: 127385Geneseo, IL 61254TRUST BUT VERIFY
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