Joshua Wheeler, financial advisor Saint Charles MO
93 score

Joshua Wheeler

CRD Number: 5474139
Current Firm: Wheeler Financial Planning LLC

Joshua Wheeler (CRD# 5474139) is an Investment Advisor Representative working at Wheeler Financial Planning LLC in Saint Charles, MO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wheeler Financial Planning LLC St. Charles, MO Oct 2015 - Current 2
Vp Pro Fort Meyers, FL Mar 2011 - Current 7
Futaba Champaign, MO Jan 2009 - Current 9
Aic St Charles, MO May 2005 - Current 13
Rc America Dallas, TX Dec 2002 - Current 15
Archway Coatings St. Charles, MO May 2001 - Current 17
Signature Investment Inc. Dayton, OH Jan 2013 - Oct 2015 2
Sicor Securites Inc. O' Fallon, MO May 2011 - Oct 2013 2
Diehl Wealth Management, LLC Chesterfield, MO Jan 2011 - May 2011 < 1
Workman Securities Eden Prairie, MN Jan 2007 - Jun 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Joshua D. Wheeler
Phone Number: 314-687-6096
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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