Jeffrey D Amman
Investment adviser representative at Wisdom Financial Services, L.L.C.
17 yearsExperience
1 stateRegistered in
$779.2MFirm assets
8 yearsFirm in business
Are you Jeffrey D Amman? 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Wisdom Financial Services, L.L.C.Aug 2023 to now
- Ih Mississippi Valley Credit UnionSep 2009 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7789605
- Firm CRD
- 127385