![Raquel Wheeler, financial advisor Warrensburg MO](/img/ws/profile-blank-sq.png)
Raquel Wheeler (CRD# 7546012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrensburg, MO and has 1 year of experience in the finance industry.
![Charles Appleton, financial advisor Warrensburg MO](/img/ws/profile-blank-sq.png)
CRD# 5916698
Cetera Investment Advisers LLC
![Mark Banner, financial advisor Warrensburg MO](/img/ws/profile-blank-sq.png)
CRD# 2055606
Cetera Investment Advisers LLC
![Taylor Black, financial advisor Warrensburg MO](/img/ws/profile-blank-sq.png)
CRD# 6160643
Black Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
Cetera Advisors LLC | St Cloud, MN | Apr 2023 - Current | 1 |
Murdock Banner Financial Group LLC | Warrensburg, MO | Jun 2022 - Current | 1 |
Cetera Advisors | St Cloud, MN | May 2022 - Apr 2023 | < 1 |
Johnson County Of Central Missouri | Warrensburg, MO | Jul 2021 - Jun 2022 | < 1 |
Taqueria Habana | Warrensburg, MO | Aug 2021 - Dec 2021 | < 1 |
University Of Central Missouri | Warrensburg, MO | Jan 2021 - Jul 2021 | < 1 |
Gamestop LLC | Warrensburg, MO | Jun 2020 - Feb 2021 | < 1 |
University Of Central Missouri | Warrensburg, MO | Feb 2020 - Apr 2020 | < 1 |
Dairy Queen | Warrensburg, MO | Aug 2018 - Feb 2020 | 1 |
Darden | Overland Park, KS | May 2016 - Jul 2019 | 3 |
Student | Overland Park, KS | Apr 2013 - Apr 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MO
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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