Joshua WheelerCRD 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 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wheeler Financial Planning LLC||St. Charles, MO||Oct 2015 - Current||1|
|Vp Pro||Fort Meyers, FL||Mar 2011 - Current||5|
|Futaba||Champaign, MO||Jan 2009 - Current||7|
|Aic||St Charles, MO||May 2005 - Current||11|
|Rc America||Dallas, TX||Dec 2002 - Current||13|
|Archway Coatings||St. Charles, MO||May 2001 - Current||15|
|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|
|Werks Racing||Los Angelas, LA||Jan 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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