Company Information

Get to know Wise Financial LLC

Wise Financial, LLC is an independent financial firm based in O'Fallon, Illinois. The company is dedicated to helping individuals and families manage their financial futures through personalized strategies. Their services encompass retirement planning, investment management, and holistic financial planning. The firm's advisors are affiliated with LPL Financial, a major broker-dealer and registered investment advisor, which provides them with access to a wide range of financial products and technology while allowing them to maintain their independence. Their mission focuses on building long-term client relationships based on trust and customized guidance.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wise Financial LLC

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.