Gregory Wheeldon (CRD# 4376708) is an Investment Advisor Representative working at Intelligent Investment Management,llp in Durango, CO and has 1 year of experience in the finance industry. Gregory Wheeldon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6360742
Lpl Financial LLC
CRD# 1687675
Ameriprise Financial Services, LLC
CRD# 6277565
Swan Global Investments, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligent Investment Management,llp | Durango, CO | Mar 2008 - Current | 16 |
- CO
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$345,168
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CO
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