Jeanette Wheeler (CRD# 1944755) is an Investment Advisor Representative working at Avantax Advisory Services in Edgewood, WA and has over 35 years of experience in the finance industry. Jeanette Wheeler has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5925615
Osaic Wealth, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 872944
Abraham & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services, Inc. | Edgewwod, WA | Nov 2019 - Current | 4 |
Avantax Advisory Services | Edgewwod, WA | Nov 2019 - Current | 4 |
Avantax Insurance Agency, LLC | Edgewwod, WA | Nov 2019 - Current | 4 |
Wheeler Cap Hill LLC | Seattle, WA | Sep 2015 - Current | 9 |
Summit View Property LLC | Seattle, WA | Jun 2014 - Current | 10 |
Wheeler-nitz, LLC | Edgewood, WA | May 2011 - Current | 13 |
Maple Lane Investors LLC | Auburn, WA | Jan 2003 - Current | 21 |
Tax Centers Incorporated | Edgewood, WA | Jan 1997 - Current | 27 |
T E N Development LLC | Surprise, AZ | Jul 2016 - Jun 2021 | 4 |
Cetera Advisor Networks LLC | El Segundo, CA | Feb 2011 - May 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1989 |
S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- WA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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