Gilbert Kenneth Wiseman
Investment adviser representative at Strait & Sound
10 yearsExperience
1 stateRegistered in
$333.7MFirm assets
6 yearsFirm in business
Are you Gilbert Kenneth Wiseman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Strait & SoundJul 2021 to now
- Strait & Sound Wealth Management LLCJun 2021 to now
- UnemployedJan 2021 to Jun 2021
- Farmer's InsuranceMay 2018 to Dec 2020
- UnemployedDec 2017 to May 2018
- Farmer's InsuranceJul 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (ID).
Strait & Sound
Legal name: Strait & Sound Wealth Management LLC
$333.7MAssets managed
243Clients
8Advisers
6 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
- 7406341
- Firm CRD
- 309306