John Wheeler (CRD# 1931841) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 34 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kalpan University | Lacrosse, WI | Mar 2014 - Current | 10 |
| Harbour Investments | Madison, WI | Sep 2012 - Current | 11 |
| John Patrick Planning Group | Green Bay, WI | Aug 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
- A percentage of assets under your management
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