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Financial ADVSR advisor directory · SEC adviser records

Wisdom Planning Group financial advisors in Florida

Every SEC-registered investment adviser representative at a Wisdom Planning Group office in Florida, by city and A to Z.

4 registered advisors work at Wisdom Planning Group in Florida, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Orlando (2). 0 list the CFP designation and 0 are also registered broker representatives.

Wisdom Planning Group advisors by city in Florida

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Orlando 2Lakeland 1Naples 1

Wisdom Planning Group advisors in Florida, A to Z

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Wisdom Planning Group advisors in every state →Wisdom Planning Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Wisdom Planning Group financial advisors are in Florida?

4 investment adviser representatives are registered at Wisdom Planning Group offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Wisdom Planning Group have the most advisors?

Orlando, with 2, then Lakeland (1). Wisdom Planning Group has advisors in 3 cities in Florida.

How do I check a Wisdom Planning Group advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wisdom Planning Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.