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Wealth Management Specialist (WMS)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Designation requires that the advisor have at least a high school education or GED. Advisor takes a self-study course and must pass a certification exam. Coursework designed to give the advisor a better understanding of the fundamentals of wealth accumulation and management of high net worth individuals.


Issuing Organization:

Kaplan niversity/ Dearborn Financial Services


Website:

www.dearborn.com

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Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.