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||3|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.