Joseph Wheeler (CRD# 6958764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saint Louis, MO and has over 6 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | St. Louis, MO | Feb 2023 - Current | 1 |
| Keystone Event Staffing | Creve Coeur, MO | Mar 2018 - Current | 6 |
| Td Ameritrade Inc. | Saint Louis, MO | Jun 2018 - Feb 2023 | 4 |
| Cigh Retail Services | Saint Louis, MO | Apr 2018 - Jun 2018 | < 1 |
| Veteran's Curation Program-new South Associates | Saint Louis, MO | Nov 2017 - Mar 2018 | < 1 |
| Convergys | Arnold, MO | Sep 2017 - Nov 2017 | < 1 |
| Arizon Companies | Maryland Heights, MO | Jun 2017 - Aug 2017 | < 1 |
| Home Depot | Saint Louis, MO | Aug 2016 - Jun 2017 | < 1 |
| Ranken Technical College | Saint Louis, MO | Aug 2016 - May 2017 | < 1 |
| Missouri Department Of Corrections-board Of Probation And Parole | Saint Louis, MO | Jul 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- MO
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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