Gregory Wheeldon, financial advisor Durango CO

Gregory Wheeldon

CRD Number: 4376708
Current Firm: Intelligent Investment Management,llp

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.

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Professional Designations
Company Name Location Dates Years
Intelligent Investment Management,llp Durango, CO Mar 2008 - Current 14
Tafoya Barrett And Associates Pc Durango, CO Jan 2011 - Dec 2013 2

Gregory Wheeldon has no recent exams reported.
Contact Info for Gregory S. Wheeldon
Phone Number: 970-403-1234
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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