My Account
Access your investment management accounts via our online portals.
Established in 1960, the Wiser Financial Group is one of Kalamazoo’s oldest and largest, Independent Financial Advising Firms in Southwest Michigan. We’ve spent decades honing our financial advice and building trust in the community and with the families we serve. You have financial questions and we have financial answers that are tailored to you and your lifestyle.
Brokerage Account Access
You can access your brokerage accounts by using WealthscapeSM. This includes specific accounts like mutual funds families, equities, and bonds. These accounts are different from a 401K or a Roth IRA, as there are no limits to the amount of money that can be put into them. These are alternative investment options to invest in when some you have hit a cap on other options. This platform is what Wiser’s registered advisors and staff will use to help carry out your trades of buying and selling investments.
Consolidated Reporting System
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 in the long term, and where it’s at for the short term. You are able to see the full picture of your brokerage account and outside investments, where you and your advisor have put it all together.
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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.
*It is not possible to invest directly in an index. Exposure to an asset class represented by an index may be available through investable instruments based on that index. Past performance of an index is not an indication or guarantee of future results. Intent of this chart is to demonstrate equity market volatility and why it may make sense to seek professional advice when it comes to investing.