Diamond Wheeler, financial advisor Saint Louis MO
96 score

Diamond Wheeler

CRD Number: 2982006
Current Firm: State Farm Investment Management Corp.

Diamond Wheeler (CRD# 2982006) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saint Louis, MO and has over 14 years of experience in the finance industry.

Similar Advisors
Carl Goodin, financial advisor Saint Louis MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor Saint Louis MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor Saint Louis MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Professional Designations
Company Name Location Dates Years
Wade Wheeler Insurance Agency Webster Groves, MO Aug 2014 - Current 2
State Farm Vp Management Corp Webster Groves, MO Aug 2014 - Current 2
State Farm Investment Management Corp. St. Louis, MO Jan 2012 - Current 4
Wade Wheeler Insurance Agency St. Louis, MO Jan 2012 - Aug 2014 2
State Farm Vp Management Corp. St. Louis, MO Jan 2012 - Aug 2014 2
State Farm Investment Management Corp Dexter, MO Jul 2009 - Dec 2011 2
Diamond Wheeler Insurance Agency Dexter, MO Jul 2006 - Dec 2011 5
State Farm Vp Management Corp Dexter, MO Jul 2006 - Dec 2011 5
State Farm Investment Management Corp Dexter, MO Jul 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
Contact Info for Diamond W. Wheeler
Phone Number: 800-447-0740
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.