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Wisdom Financial Management

Wisdom Financial Management

Financial Services, 101 Bullitt Ln, Louisville, Kentucky, 40222, United States, 1-10 Employees

wisdomchoice.net

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Who is WISDOM FINANCIAL MANAGEMENT

Making the right decisions along lifes journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in help...

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  • 101 Bullitt Ln, Louisville, Kentucky, 40222, United States Headquarters: 101 Bullitt Ln, Louisville, Kentucky, 40222, United States
  • 2011 Date Founded: 2011
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8742

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Wisdom Financial Management Org Chart and Mapping

Employees
Jim Yockey

Jim Yockey

Managing Director and Owner

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Frequently Asked Questions Regarding Wisdom Financial Management

Answer: Wisdom Financial Management's headquarters are located at 101 Bullitt Ln, Louisville, Kentucky, 40222, United States

Answer: Wisdom Financial Management's phone number is +14*********

Answer: Wisdom Financial Management's official website is https://wisdomchoice.net

Answer: Wisdom Financial Management's revenue is Under $1 Million

Answer: Wisdom Financial Management's SIC: 8742

Answer: Wisdom Financial Management has 1-10 employees

Answer: Wisdom Financial Management is in Financial Services

Answer: Wisdom Financial Management contact info: Phone number: +14********* Website: https://wisdomchoice.net

Answer: Making the right decisions along lifes journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop longterm relationships with our clients. Whether its estimating the cost of a college education, determining how much youll need for retirement or rebalancing your portfolio we can help you develop a sound financial plan for the future. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of KY, IN, MI, VA, TN, FL, GA, CA, and WI. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management, LLC are not affiliated. Neither Cambridge Investment Research, Inc., nor Wisdom Financial Management, LLC provide tax or legal advice. IMPORTANT CONSUMER INFORMATION Content posted by other parties does not necessarily represent the views of Cambridge Investment Research, Inc. or Wisdom Financial Management, LLC. Content is for general purposes only and is not an offer to buy or sell any security. Cambridge does not provide tax or legal advice.

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