Financial ADVSR advisor directory · SEC adviser records
Wiser Wealth Management, Inc. financial advisors in Marietta, GA
Every SEC-registered investment adviser representative at a Wiser Wealth Management, Inc. office in Marietta, A to Z.
The short answer
4 registered advisors work at Wiser Wealth Management, Inc. in Marietta, out of 4 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Wiser Wealth Management, Inc. advisors in Marietta, A to Z
Every Wiser Wealth Management, Inc. advisor →- Michaela B. DowdyInvestment adviser rep
- William L. MedcalfCertified Financial Planner
- Andrew W. PrattChartered Financial Analyst
- Shawna L. TheriaultCertified Financial Planner
Wiser Wealth Management, Inc. advisors in every city and state →Wiser Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Marietta
All Marietta advisors →Impact Partnership Wealth, LLC 32Edward Jones 20Cambridge Investment Research Advisors, Inc. 15LPL Financial LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Osaic Wealth, Inc. 12State Farm Investment Management Corp. 12Strategic Advisers LLC 11Cetera Investment Advisers LLC 10Narwhal Capital Management 10Nicholas Wealth Management 10Wells Fargo Clearing Services, LLC 8
Questions
How many financial advisors does Wiser Wealth Management, Inc. have in Marietta?
4 investment adviser representatives are registered at Wiser Wealth Management, Inc. offices in Marietta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Wiser Wealth Management, Inc. one of the largest advisor employers in Marietta?
Wiser Wealth Management, Inc. ranks number 18 in Marietta by registered advisors; Impact Partnership Wealth, LLC has the most, with 32.
How do I check a Wiser Wealth Management, Inc. advisor in Marietta?
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 Wiser Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.