WISDOM PLANNING, LLC
CRD #169417 SEC #801-79167 HADDONFIELD, NJ 215-558-3500
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 17, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAHMS, ALICE, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAHMS, ALICE, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORDASCO, STEPHEN, FREDERICK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| CORDASCO, STEPHEN, FREDERICK | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| CORDASCO, STEPHEN, FREDERICK | I | MANAGING MEMBER | E | Control |
| CORDASCO, STEPHEN, FREDERICK | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
| KELLY, CORDASCO, JOLENE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Aug 17, 2020 REGISTERED
Notice Filings (3)
FL NJ PA
Address
21 EAST EUCLID AVENUEHADDONFIELD, NJ 08033
United States
Phone: 215-558-3500