Barry S. Wheeler

INVESTMENTPOST

Martinez, GA

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CRD#: 1157403

Professional summary

Barry Steven Wheeler is a registered financial advisor currently at INVESTMENTPOST INC. located in Martinez, Georgia.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Barry has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 4, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MYHEROCARD.COM (FORMERLY GROGOLF AND AUGUSTA-AIKEN DINING CLUB)STARTED 8/2008 NON INVESTMENT RELATED 339 FURY'S FERRY RD SUITE3 PMB199 MARTINEZ,GA DISCOUNT PRODUCTS AND SERVICES MEMBERSHIP JOINT OWNER WORK 40 HRS/MO WORK 10 HRS/MO DURING SECURITIES TRADING HRS SELL MEMBERSHIPS FOR DISCOUNT PRODUCTS AND SERVICES INVESTMENTPOST ADVISORY INVESTMENT RELATED 3609 BURNING TREE COURT, MARTINEZ GA 30907 INVESTMENT ADVISORY STARTED 7-1999 WORK 10 HRS/MO ALL DURING TRADING HOURS OVERSEE 10 ACCOUNTS AND COMMUNICATE DIRECTLY WITH CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Steven Wheeler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 23, 2016 - Present

INVESTMENTPOST INC.

RIA

CRD#: 32238

Martinez, GA

Past

January 23, 2022 - August 2, 2022

FFEC WEALTH PARTNERS LLC

RIA

CRD#: 16507

Martinez, GA

Past

January 21, 2022 - August 2, 2022

FFEC WEALTH PARTNERS LLC

CRD#: 16507

Martinez, GA

Past

March 23, 2021 - December 31, 2021

NTB FINANCIAL CORPORATION

CRD#: 7425

HIGHLANDS RANCH, CO

Past

June 15, 2005 - December 31, 2014

INVESTMENTPOST INC.

RIA

CRD#: 32238

AUGUSTA, GA

Past

July 15, 2004 - April 13, 2021

WILLIAM C. BURNSIDE & COMPANY, INC.

CRD#: 6400

MARTINEZ, GA

Past

August 24, 1993 - July 22, 2004

INVESTMENTPOST INC.

CRD#: 32238

AUGUSTA, GA

Past

February 20, 1990 - March 31, 1993

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Past

October 14, 1988 - February 27, 1990

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

July 20, 1983 - October 14, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

CRD#: 472

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/23/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/12/1993

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 7/2/1993

Registered Options Principal Examination

Principal/Supervisory Exam

Series 27

Date: 4/23/1993

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/14/1993

General Securities Principal Examination

Current Firm

INVESTMENTPOST INC.

INVESTMENTPOST ADVISORY | WHEELER SECURITIES, INC. | INVESTMENTPOST INC.

CRD#: 32238 / SEC#: , 8-46162

Georgia

Registered Investment Advisory firm - SEC (5/23/2016 Approved)

Cancelled by SEC on 11/19/2004

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Contact information

Main Address

Martinez, GA

Mailing Address

Phone number

(706) 267-8813

Established

Georgia since 03/26/1993

Firm type

Corporation

Fiscal year end

December

# of Employees

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
WHEELER, BARRY STEVEN	PRESIDENT , DIRECTOR	1157403

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,000,000

Disclosures

Regulatory Event	7
Arbitration	1

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Barry S. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Steven Wheeler's CRS (Customer Relationship Summary).

Certified licenses

Experience

FFEC WEALTH PARTNERS LLC

FFEC WEALTH PARTNERS LLC

NTB FINANCIAL CORPORATION

INVESTMENTPOST INC.

WILLIAM C. BURNSIDE & COMPANY, INC.

INVESTMENTPOST INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

WACHOVIA SECURITIES, INC.

JOHNSON, LANE, SPACE, SMITH & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/1993

Series 63

Date: 7/22/1983

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/16/1983

Series 53

Date: 10/12/1993

Series 4

Date: 7/2/1993

Series 27

Date: 4/23/1993

Series 24

Date: 4/14/1993

Current Firm

INVESTMENTPOST INC.

Contact information

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

INVESTMENTPOST INC.

TRUST BUT VERIFY

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