Justin Wiseman
Advisor at Merrill
Updated today
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.
About
Justin Wiseman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals and organizations to develop strategies aimed at securing their financial futures. His approach involves understanding clients' goals and concerns to create personalized financial plans encompassing retirement planning, investment strategies, tax minimization, legacy planning, and income solutions.
Justin's expertise includes corporate retirement plan services, institutional and corporate benefits, managing new wealth, small business strategies, and personal retirement planning. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern Arkansas University.
Outside of his professional work, Justin is married to Taylor and is a father of two. His personal interests include baseball, biking, fishing, football, golfing, hunting, running, scuba diving, skiing, and woodworking.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Tax-loss harvesting
Business sale tax planning
Location
3220 Old Greenwood Rd
Fort Smith, AR 72903
Most active in
Justin W has reported serving >5 clients in these states in the last 12 months.
Arkansas · District of Columbia · Maryland · Texas
Work history
Bank of America, N.A.
2016 - Present (10 years)
Merrill
2016 - Present (10 years)
Southern Arkansas University
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Brian S
Series 65
Alma, AR
QVG, LLC
David C
Series 63
Fort Smith, AR
October Wealth Advisors, Inc
Bernie M
CFA®, Series 63, Series 65
Alma, AR
QVG, LLC
Jon Erik G
Series 65
Fort Smith, AR
October Wealth Advisors, Inc
William E
Series 63, Series 65
Fort Smith, AR
Vertis Wealth, LLC
Sebastian J
Series 65
Fort Smith, AR
Digital Wealth Partners
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