Wheelhouse Advisory Group, LLC

Wheelhouse Advisory Group, LLC (CRD# 312806) is a financial advisory firm headquartered in Saint Louis, MO. They manage $180,924,060 in 1,601 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12250 Weber Hill Road Suite 305, Saint Louis, MO 63127
http://wheelhouseretirement.com
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    1,601
    ACCOUNTS
  • Average Account Value
    $113,007
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Wheelhouse Advisory Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew Briesacher, financial advisor Saint Louis MO
Andrew J. Briesacher
CRD#: 5488654
12250 Weber Hill Road Suite 305, Saint Louis, MO 63127

Andrew Briesacher (CRD# 5488654) is an Investment Advisor Representative working at Wheelhouse Advisory Group, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.

2
Stacey Cheek, financial advisor Saint Louis MO
Stacey L. Cheek
CRD#: 3159204
12250 Weber Hill Road Suite 305, Saint Louis, MO 63127

Stacey Cheek (CRD# 3159204) is an Investment Advisor Representative working at Wheelhouse Advisory Group, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

3
Anthony Striker, financial advisor Saint Louis MO
Anthony A. Striker
CRD#: 6490554
12250 Weber Hill Road Suite 305, Saint Louis, MO 63127

Anthony Striker (CRD# 6490554) is an Investment Advisor Representative working at Wheelhouse Advisory Group, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.

4
Rishi Ghosh, financial advisor Saint Louis MO
Rishi Ghosh
CRD#: 6152377
12250 Weber Hill Road Suite 305, Saint Louis, MO 63127

Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at Wheelhouse Advisory Group, LLC in Saint Louis, MO and has over 10 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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