Benjamin Thomas Young
Investment adviser representative at Wisdom Financial Services, L.L.C.
13 yearsExperience
2 statesRegistered in
$779.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Greenwood Law, LLCJun 2024 to now
- Wisdom Financial Services, L.L.C.Nov 2015 to now
- Nash Bean Ford & Brown, LLP(formerly Nash Nash Bean & Ford)Aug 2013 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IA, IL).
Wisdom Financial Services, L.L.C.
$779.2MAssets managed
1,518Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6584604
- Firm CRD
- 127385