Wheeler Financial Planning LLC
Wheeler Financial Planning LLC (CRD# 281352) is a financial advisory firm headquartered in Saint Charles, MO. They manage $7,795,000 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wheeler Financial Planning LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$169,457
Compensation Options
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, TX
Financial Advisors at Wheeler Financial Planning LLC
1
Joshua Wheeler (CRD# 5474139) is an Investment Advisor Representative working at Wheeler Financial Planning LLC in Saint Charles, MO and has over 16 years of experience in the finance industry.
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