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WISMED FINANCIAL, INC.
CRD 310946
2920 MARKETPLACE DR., SUITE 103, FITCHBURG, WI, 53719, United States
Phone
608-442-3750
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.5M
Discretionary AUM
$82.5M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsRETIREMENT PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $4.3M |
| High net worth individuals | 34 | $67.7M |
| Corporations/business entities | 3 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD