WisMed Financial

Company Description (LinkedIn): Personal finance has become more complicated and burdensome than it should. Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing.

• ⏳ Active Since: 2020
• 📍 Location: Fitchburg, WI
• 🔢 Employee Count: 1
• 👥 Followers: 10

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 21
• 🧾 Number of accounts: 105
• 🛍 Average Account Size: $203,775

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.wismedfinancial.org