Amanda Wheeler (CRD# 5285879) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bryan, OH and has over 12 years of experience in the finance industry.
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 6895338
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Amanda Wheeler Investment And Retirement Planning Ltd | Bryan, OH | Jan 2020 - Current | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Baumgartner Financial Services, Ltd | Bryan, OH | Jan 2012 - Current | 12 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - May 2021 | 4 |
| Summit Brokerage Services, Inc. | Bryan, OH | Sep 2016 - Sep 2019 | 3 |
| Vsr Advisory Services | Overland Park, KS | Jun 2011 - Sep 2016 | 5 |
| Vsr Financial Services, Inc. | Overland Park, KS | May 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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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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