Joshua Wheeler (CRD# 5474139) is an Investment Advisor Representative working at Wheeler Financial Planning LLC in Saint Charles, MO and has over 15 years of experience in the finance industry.
CRD# 5822862
Wells Fargo Advisors
CRD# 5681613
Edward Jones
CRD# 1660761
Gwn Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wheeler Financial Planning LLC | St. Charles, MO | Oct 2015 - Current | 8 |
| Aic | St Charles, MO | May 2005 - Current | 19 |
| Rc America | Dallas, TX | Dec 2002 - Current | 21 |
| Archway Coatings | St. Charles, MO | May 2001 - Current | 23 |
| Vp Pro | Fort Meyers, FL | Mar 2011 - Jan 2018 | 6 |
| Futaba | Champaign, MO | Jan 2009 - Jan 2018 | 9 |
| Signature Investment Inc. | Dayton, OH | Jan 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- MO
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$169,457
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MO, TX
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