| Name: | WISDOM FINANCIAL MANAGEMENT, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 15 Mar 2012 (13 years ago) |
| Organization Date: | 15 Mar 2012 (13 years ago) |
| Organization Number: | 0823669 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| Primary County: | Jefferson |
| Place of Formation: | KENTUCKY |
| Last Annual Report: | 18 Mar 2024 (8 months ago) |
| Managed By: | Members |
| Principal Office: | ONE OXMOOR PLACE, SUITE G-5, 101 BULLITT LANE, LOUISVILLE, KY 40222 |
| Principal Office ZIP code: | 40222 |
| Name | Role |
|---|---|
| Jim Alan Yockey | Member |
| Name | Role |
|---|---|
| JIM A. YOCKEY | Registered Agent |
| Name | Role |
|---|---|
| JIM A. YOCKEY | Organizer |
| Name | Action |
|---|---|
| FIRST INVESTMENT PROFESSIONALS LLC | Type Conversion |
| Name | File Date |
|---|---|
| Annual Report | 2024-03-18 |
| Annual Report | 2023-03-16 |
| Annual Report | 2022-05-27 |
| Annual Report | 2021-05-20 |
| Annual Report | 2020-02-13 |
| Annual Report | 2019-04-24 |
| Annual Report | 2018-04-17 |
| Annual Report | 2017-04-25 |
| Annual Report | 2016-03-24 |
| Annual Report | 2015-05-04 |
Date of last update: 16 Nov 2024
Sources: Kentucky Secretary of State
