Walter WheelerCRD Number: 5989618
Current Firm: Waddell & Reed
Walter Wheeler (CRD# 5989618) is an Investment Advisor Representative working at Waddell & Reed in Concord, CA and has over 6 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Various Insurance Carriers For W & R Insurance Agencies||Sonoma, CA||Jul 2012 - Current||5|
|Waddell & Reed, Inc.||Concord, CA||Oct 2011 - Current||6|
|Craig Avenue Baptist Church||El Verano, CA||Aug 2008 - Current||9|
|Golden Hills Baptist Association||El Verano, CA||Mar 2010 - May 2012||2|
|Craig Ave Baptist Church||El Varano, CA||Feb 2009 - May 2012||3|
|Fastforward Property Management||Petaluma, CA||Jan 2011 - Jun 2011||< 1|
|Unemployed||Sonoma, CA||Feb 2007 - Jan 2011||3|
|Demetri Kersokis||Ipa, IL||Dec 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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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