![Dylan Wheeler, financial advisor Littleton CO](/img/ws/profile-blank-sq.png)
Dylan Wheeler (CRD# 7831731) is an Investment Advisor Representative working at Cedrus LLC in Littleton, CO and has 1 year of experience in the finance industry.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
![Phillip Weber, financial advisor Littleton CO](/img/ws/profile-blank-sq.png)
CRD# 3100278
Zeit Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cedrus LLC | Littleton, CO | Nov 2023 - Current | < 1 |
Arizona Coyotes | Scottsdale, AZ | May 2022 - Aug 2023 | 1 |
Backcountry | Salt Lake City, UT | Jul 2020 - Apr 2023 | 2 |
Lululemon | Boulder, CO | Sep 2020 - Jan 2021 | < 1 |
Syracuse University | Syracuse, NY | Aug 2016 - May 2020 | 3 |
Syracuse University | Syracuse, NY | Aug 2019 - Mar 2020 | < 1 |
The Club At Rolling Hills | Golden, CO | May 2019 - Aug 2019 | < 1 |
The Club At Rolling Hills | Golden, CO | May 2018 - Aug 2018 | < 1 |
Valor Christian High School | Highlands Ranch, CO | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CO
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Total Assets Under Management651MILLIONS
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Total Number of Accounts2,007ACCOUNTS
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Average Account Value$324,432
- 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)
AL, AZ, CA, CO, FL, IL, LA, MA, MI, NC, NE, NH, NJ, NM, NV, NY, OR, TX, VA, WA, WI
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