John Wheeler, financial advisor Middleton WI
96 score

John Wheeler

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for John R. Wheeler
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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