Kenneth Wheeler (CRD# 1249314) is an Investment Advisor Representative working at Onefirm Consulting, LLC in Winter Park, FL and has over 18 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Onefirm Consulting, LLC | Winter Park, FL | Feb 2018 - Current | 6 |
Self-employed Attorney | Winter Park, FL | Apr 1984 - Current | 39 |
Kms Financial Services, Inc. | Seattle, WA | Nov 2016 - Feb 2018 | 1 |
Royal Alliance Associates, Inc. | Winter Park, FL | Dec 2015 - Nov 2016 | < 1 |
Cssc Brokerage Services, Inc. | Winter Park, FL | Mar 2007 - Dec 2015 | 8 |
Cssc Investment Advisory Services, Inc. | Winter Park, FL | Feb 2005 - Dec 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- FL
- SD
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$150,670
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, SD
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