Brett Wheeler (CRD# 5472903) is an Investment Advisor Representative working at Advisor Logistics, LLC in Boerne, TX and has over 15 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.
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisor Logistics, LLC | San Antonio, TX | Mar 2018 - Current | 6 |
| Oakwell Private Wealth Management, Llc (162096) | San Antonio, TX | Mar 2012 - Jun 2018 | 6 |
| Leafhouse Financial Advisors, LLC | Austin, TX | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- TX
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Total Assets Under Management3,207MILLIONS
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Total Number of Accounts11,592ACCOUNTS
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Average Account Value$276,641
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
TX
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