Wismar Financial

Overview

Wismar Financial is a limited liability company operating as an independent registered investment adviser that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and also acts as an insurance broker, which dovetails with its use of annuities in client portfolios. Ownership is listed as individual, and the adviser charges fees based on a percentage of assets under management. Wismar Financial is state-registered in California and Idaho and positions itself toward private client work rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices