Jeanette Wheeler, financial advisor Dallas TX

Jeanette Wheeler

CRD Number: 1944755
Current Firm: Avantax Advisory Services

Jeanette Wheeler (CRD# 1944755) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 35 years of experience in the finance industry. Jeanette Wheeler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
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 8
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
Contact Info for Jeanette Wheeler
Phone Number: 972-870-6000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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