Matthew Paul Simosky
Investment adviser representative at Wisdom Financial Services, L.L.C.
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Wisdom Financial Services, L.L.C.May 2021 to now
- Matthew Paul Simosky dba Simosky Financial PlanningJan 2020 to now
- Matthew Paul Simosky dba Simosky Tax and AccountingJan 2020 to now
- John DeereMay 2004 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7315375
- Firm CRD
- 127385