The Wiser Financial Group
The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our team has been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.
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Verified contacts
14
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
3
tools in use
Monthly traffic
216
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- CV
Clinton Vanlinder
Partner, Financial Advisor, CPA, Cfp · Finance & Accounting
EmailPhone - DG
Denise Garten
Financial Planner · Finance & Accounting
EmailPhone - KB
Kelly Burcroff
Office Coordinator · Operations
EmailPhone - KB
Karen Brown
Client Services Specialist · Other
EmailPhone - NM
Nick Messer
Partner · General Business & Management
EmailPhone - SW
Shelby Weurding
, - · Other
EmailPhone - WL
Wesley Lentz
Managing Partner, Financial Advisor, Cfp, J d · Other
EmailPhone - RC
Robert Campbell
Partner, Financial Advisor, CPA, Cfp · Finance & Accounting
EmailPhone - BC
Bryan Campbell
Partner, Financial Advisor, CPA · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at The Wiser Financial Group
13 distinct titles indexed · top 10 shown.
- 2partner, financial advisor, cpa, cfp
- 1, -
- 1client relationship specialist
- 1client services specialist
- 1financial planner
- 1intern
- 1managing partner, financial advisor, cfp, j d
- 1office coordinator
- 1paraplanner
- 1partner
- +3more titles
Sign up to unlock all 14 contacts at The Wiser Financial Group
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