Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Christian Brock is an investment advisor representative at Wise Wealth, LLC. Paul has been in the industry since March 2012 and is registered with the state of Missouri and Kansas. Paul holds a Series 65 license and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Paul is also a licensed independent insurance agent, and co-owner of Simplify Your Retirement, LLC, a non-investment related firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MO
11/05/2013 - Present
Wise Wealth, LLC (LEE'S SUMMIT MO)
IA
Issued 09/14/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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