Wheeler Chapman (CRD# 1576966) is an Investment Advisor Representative working at Chapman Financial Group, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kokua Capital Managerment, LLC | Chicago, IL | Jun 2016 - Current | 7 |
| Chapman Financial Group, Llc (formerly Ifm, Llc) | Lake Zurich, IL | Jun 2013 - Current | 10 |
- IL
- NC
- TX
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$847,933
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, NC, TX
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