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Wilson Wise

6 Years of Experience
Lexington, KY
Broker

Wilson Wise is a registered investment advisor, based in Lexington, KY, with 6 years of industry experience.

Location

Lexington, KY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wilson works full-time as a registered representative and investment advisor representative through Kestra Investment Services and Kestra Advisory Services, respectively. He also owns Central Kentucky Homeschool Band, providing music lessons, and serves as a Public Affairs Officer in the United States Air Force Reserves, dedicating a few hours per week to each.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Kestra Advisory Services, LLC
February 2024 - Present · 2 yrs 3 mos
Kestra Investment Services, LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Edward Jones
September 2019 - February 2024 · 4 yrs 5 mos
Edward JonesBroker
August 2019 - February 2024 · 4 yrs 6 mos
State Registrations17 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wilson Wise - Financial Advisor | TrueAdvisor