Eric Wiseman
Advisor at Read & Powell Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Read & Powell Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Elko, NV 89801
Credentials
Series 65
Industry experience
8 years
Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.
Based on Read & Powell Financial Services, LLC
Based on Read & Powell Financial Services, LLC
1% annually
Agents of the firm may receive separate commission compensation from insurance product sales.
Financial planning fees generally $250 per hour, fees determined based on services and complexity.
491 5 Th Street
Elko, NV 89801
Nevada
Read & Powell, LLP
2006 - Present (20 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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