Wise Planning Information
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Wise Planning
Summary
Wise Planning is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Winnetka, Illinois, USA. The Wise Planning annual revenue is estimated at < 1M. To connect with Wise Planning employee register on SignalHire.
Organization Website | Wiseplanning.com |
Social Links |  |
Phone Number | +1 847-834-9473 |
Industries | |
Headquarters Location | Seattle, Washington, 98103 US |
Employees Size | 1-10 employees |
Specialties | Fee-Only Financial Planning |
SIC Code | 6282 |
DMA Code | Chicago Metropolitan Area |
Founded | 1997 |
Operating Status | Independent Company |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
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Length of Employment
Employee tenure at Wise Planning shows a diverse range of experience levels:
13% for 1–2 years13% for 5–7 years19% for 8–10 years56% have over 11 years of service at Wise PlanningDiscover More
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Wise Planning
David Schmidt
Owner
Andy Holte
Financial Planner
Bob Fairbrook
Financial Planner
Holly Pulliam
Operations & Client Service Manager
Albert Barsanti
Financial Advisor
Brooke Crawford
Financial Planner
Kevin OBrien
Financial Planner
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FAQ
Wise Planning operates in the Finance industries. More details can be found on the official website: Wiseplanning.com.
The headquarters of Wise Planning are located in Seattle, United States.
You can contact Wise Planning by phone at +1 847-834-9473.
Wise Planning currently employs 1-10 people.
Wise Planning's revenue is approximately < 1M.
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