Wheeler Financial Planning LLC

Wheeler Financial Planning LLC (CRD# 281352) is a financial advisory firm headquartered in Saint Charles, MO. They manage $7,795,000 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
90 Mb Corporate Park Ct, Saint Charles, MO 63301
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $169,457
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Wheeler Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Wheeler, financial advisor Saint Charles MO
Joshua D. Wheeler
CRD#: 5474139
90 Mb Corporate Park Ct, Saint Charles, MO 63301

Joshua Wheeler (CRD# 5474139) is an Investment Advisor Representative working at Wheeler Financial Planning LLC in Saint Charles, MO and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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