Wesley Wheelis (CRD# 4469707) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Monroe, LA and has 1 year of experience in the finance industry.
CRD# 2761038
Edward Jones
CRD# 4128449
Argent Advisors, Inc.
CRD# 6466856
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | West Monroe, LA | Oct 2019 - Current | 4 |
| Wesley Wheelis Insurance Agency | West Monroe, LA | Sep 2004 - Current | 19 |
| State Farm Vp Management Corp | West Monroe, LA | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
- AR
- LA
- MS
- TX
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Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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