John WheelerCRD Number: 1931841
Current Firm: Harbour Investments, Inc.
John Wheeler (CRD# 1931841) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 27 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Kalpan University||Lacrosse, WI||Mar 2014 - Current||2|
|Harbour Investments||Madison, WI||Sep 2012 - Current||4|
|John Patrick Planning Group||Green Bay, WI||Aug 1983 - Current||33|
|Fortis Investors, Inc.||Green Bay, WI||May 1991 - Sep 2012||21|
|Woodmen Resources, Ltd.||Green Bay, WI||Jan 1989 - Sep 2012||23|
|Woodmen Accident & Life||Green Bay, WI||Mar 1987 - Sep 2012||25|
|Daniel R. Balch & Associates||Green Bay, WI||Mar 1987 - Sep 2012||25|
|Woodmen Resources, Inc.||Green Bay, WI||Mar 1987 - Sep 2012||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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