Brett Wheeler, financial advisor San Antonio TX
96 score

Brett Wheeler

CRD Number: 5472903
Current Firm: Oakwell Private Wealth Management

Brett Wheeler (CRD# 5472903) is an Investment Advisor Representative working at Oakwell Private Wealth Management in San Antonio, TX and has over 8 years of experience in the finance industry. Brett Wheeler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Leafhouse Financial Advisors, LLC Austin, TX Aug 2014 - Current 2
The Bellwether Group, Llc (162096) San Antonio, TX Mar 2012 - Current 4
Team Retirement Solutions, LLC San Antonio, TX Oct 2009 - Nov 2012 3
Planmember Securities Corporation Carpinteria, CA Mar 2008 - Mar 2012 4
Elite Plus Financial San Antonio, TX Aug 2007 - Oct 2009 2
University Of Texas San Antonio San Antonio, TX May 2002 - Dec 2007 5
Silverhorn Golf Club San Antonio, TX Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Brett O. Wheeler
Phone Number: 1-800-55OAKWELL
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $156,451
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 individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TX

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

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