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WISDOM FINANCIAL MANAGEMENT, LLC

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Company Details

Name: WISDOM FINANCIAL MANAGEMENT, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 15 Mar 2012 (13 years ago)
Organization Date: 15 Mar 2012 (13 years ago)
Last Annual Report: 20 Feb 2025 (4 months ago)
Managed By: Members
Organization Number: 0823669
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: ONE OXMOOR PLACE, SUITE G-5, 101 BULLITT LANE, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

Registered Agent

Name Role
JIM A. YOCKEY Registered Agent

Member

Name Role
Jim Alan Yockey Member

Organizer

Name Role
JIM A. YOCKEY Organizer

Former Company Names

Name Action
FIRST INVESTMENT PROFESSIONALS LLC Type Conversion

Filings

Name File Date
Annual Report 2025-02-20
Annual Report 2024-03-18
Annual Report 2023-03-16
Annual Report 2022-05-27
Annual Report 2021-05-20

USAspending Awards / Financial Assistance

Date:
2020-06-25
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
95500.00
Total Face Value Of Loan:
95500.00
Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

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Sources: Kentucky Secretary of State