Insights

Loading spinner
Gathering insights about The Wiser Financial Group

The Wiser Financial Group Tech Stack

The Wiser Financial Group uses 8 technology products and services including Cloudflare, Element UI, JSON-LD, and more. Explore The Wiser Financial Group's tech stack below.

  • Cloudflare
    Content Management System
  • Element UI
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Awesomplete
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • HTTP/3
    Web & Portal Technology

The Wiser Financial Group's Email Address Formats

The Wiser Financial Group uses at least 1 format(s):
The Wiser Financial Group Email FormatsExamplePercentage
First.Last@thewisergroup.comJohn.Doe@thewisergroup.com
67%
Last@thewisergroup.comDoe@thewisergroup.com
20%
FirstLast@thewisergroup.comJohnDoe@thewisergroup.com
10%
Fir.Last@thewisergroup.comJoh.Doe@thewisergroup.com
3%

Frequently Asked Questions

Where is The Wiser Financial Group's headquarters located?

Minus sign iconPlus sign icon
The Wiser Financial Group's main headquarters is located at 6100 Stadium Drive Kalamazoo, Michigan 49009 United States. The company has employees across 1 continents, including North America.

What is The Wiser Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact The Wiser Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Wiser Financial Group's official website and social media links?

Minus sign iconPlus sign icon
The Wiser Financial Group's official website is thewisergroup.com and has social profiles on LinkedIn.

What is The Wiser Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
The Wiser Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does The Wiser Financial Group have currently?

Minus sign iconPlus sign icon
As of February 2026, The Wiser Financial Group has approximately 18 employees across 1 continents, including North America. Key team members include Managing Partner, Financial Advisor, Cfp®, J.D: W. L.Partner: N. M.Partner, Financial Advisor, Cpa: B. C.. Explore The Wiser Financial Group's employee directory with LeadIQ.

What industry does The Wiser Financial Group belong to?

Minus sign iconPlus sign icon
The Wiser Financial Group operates in the Financial Services industry.

What technology does The Wiser Financial Group use?

Minus sign iconPlus sign icon
The Wiser Financial Group's tech stack includes CloudflareElement UIJSON-LDAwesompletejQuery MigratePriority HintsFlywheelHTTP/3.

What is The Wiser Financial Group's email format?

Minus sign iconPlus sign icon
The Wiser Financial Group's email format typically follows the pattern of First.Last@thewisergroup.com. Find more The Wiser Financial Group email formats with LeadIQ.

When was The Wiser Financial Group founded?

Minus sign iconPlus sign icon
The Wiser Financial Group was founded in 1960.

The Wiser Financial Group

Financial ServicesMichigan, United States11-50 Employees

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 (www.finra.org) / SIPC (www.sipc.org). 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.

Section iconCompany Overview

Headquarters
6100 Stadium Drive Kalamazoo, Michigan 49009 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1960
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    The Wiser Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    The Wiser Financial Group's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.