The Robert G. Wheeler Capital Management Company, Inc.

The Robert G. Wheeler Capital Management Company, Inc. (CRD# 145224) is a financial advisory firm headquartered in Tulsa, OK. They manage $10,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $3,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at The Robert G. Wheeler Capital Management Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert G. Wheeler
CRD#: 801384
5216 East 69th Place, Tulsa, OK 74136
90
Wealthminder
score

Robert Wheeler (CRD# 801384) is an Investment Advisor Representative working at The Robert G. Wheeler Capital Management Company, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.