My Account

Our investment management services consist of fee-based asset management services, and, in some cases, commission-based investment products.

We offer several different negotiated, fee-based platforms. Commission-based programs that adhere to the fiduciary standard have no fixed fee, and commissions are paid based on your account’s activity and the amount you decide to invest.

Brokerage Account Access

Brokerage Account Access

Utilizing the brokerage platform, WealthscapeSM – The individual puzzle pieces, or some specific accounts of your financial investments. These will be specific accounts, which might include mutual funds families, equities, bonds, etc. Different from a 401K, or a Roth IRA, there are no limits to the amount of money that can be put into a brokerage account. These are several different alternative investment options to invest money in, when some individuals have hit a cap on their other investments. Wealthscape is the brokerage platform where Wiser’s registered advisors and staff, will help carry out your trades, of buying and selling investments.

WealthscapeSM is a service mark of FMR LLC.

Consolidated Reporting System

Consolidated Reporting System

Albridge – The full picture of the financial puzzle, with all the pieces includes and the advisor showing you where the puzzle pieces should ideally go. This platform is used as a tool between you and your advisor to see 24/7 updates on how your financial picture is coming together for the long term, and where it’s at for the short term. You would be able to see the full picture of your brokerage account, outside investments, where you and your advisor help put it all together.

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
Site Made in Michigan by NK

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. 

Investor Disclosures https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

BrokerCheck