Amanda Wheeler, financial advisor Bryan OH
90 score

Amanda Wheeler

CRD Number: 5285879
Current Firm: Vsr Advisory Services

Amanda Wheeler (CRD# 5285879) is an Investment Advisor Representative working at Vsr Advisory Services in Bryan, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Vsr Advisory Services Overland Park, KS Jun 2011 - Current 5
Vsr Financial Services, Inc. Overland Park, KS May 2009 - Current 7
Baumgartner Financial Services, Ltd Bryan, OH Jan 2007 - Current 9
Bryan Ems Bryan, OH Jul 2002 - May 2008 5
State Bank & Trust Company Defiance, OH Apr 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Amanda J. Wheeler
Phone Number: 913-498-2900
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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