JW
Jeanette Wheeler
CETERA INVESTMENT ADVISERS LLC
EDGEWOOD, WA 98371
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CRD#: 1944755
JW
Professional summary
Jeanette Wheeler, CFP®, who also goes by Jeanette Louise Wheeler, Jeannette Wheeler, Jeanette L Wolf, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Edgewood, Washington and CETERA WEALTH SERVICES, LLC located in Edgewood, Washington.
Jeanette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Jeanette has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanette Louise Wheeler | Jeannette Wheeler | Jeanette L Wolf
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.
1) Rental Property 2317 102nd St S~Tacoma~WA~98444~Rental Property~Owner~12/4/2001~1hrs~1hrs~Oversee the financial reports and make property decisions, hire managers to handle daily activity. 2) Rental Property 921 Meridian E~Edgewood~WA~98371~Rental Property~Owner~10/26/2007~1hrs~1hrs~currwntly working with city for permits and contractors for new construction 3) Rental Property 6637 So Puget Sound~Tacoma~WA~98409~Rental Property~Owner~12/4/2001~1hrs~1hrs~advertise, write checks, make deposits, work with contractors and provide financial records as required 4) Rental Property 7819 28TH AVE E~TACOMA~WA~98445~Rental Property~Owner~12/4/2001~1hrs~1hrs~Maintain the grounds which are adjoining, write checks, make deposits and provide financial records as required 5) Rental Property 2702 So 74th Street~Tacoma~WA~98409~Rental Property~Other~12/4/2001~2hrs~2hrs~advertising, write checks, make deposits and provide financial records as required 6) Rental property 4201 South 9th Street~Puyallup~WA~98373~Rental Property~Owner~12/4/2001~1hrs~1.hrs~Advetise as needed, write checks, make deposits, work with contractors and provide financial records as needed 7) Rental Property 22101 45th Avenue So~Spanaway~WA~98387~Rental Property~Owner~12/4/2001~1hrs~1hrs~Advertise, write checks, make deposits, work wiith contractors and provide any financial records as needed 8) Rental Property 3021 Meridian E~EDgewood~WA~98371~Rental Property~Owner~12/4/2001~1hrs~1hrs~Advertise, write checks, make deposits, work with contractors and provide financial records as required 9) Rental Property 808 W Main~Puyallup~WA~98371~Rental Property~Owner~1/28/2004~1hrs~1hrs~advertise, write checks, make deposits, work with contractors and provide financial records as required 10) Wheeler Maintenance Co 3021 Meridian E~Edgewood~WA~98371~Other~Employee~8/1/1962~2hrs~2hrs~supervise employees and contractors doing work on rentals, answer phone calls, meet with contractors, etc 11) Rental Property 4201 9th Street SW~Puyallup~WA~98373~Rental Property~Owner~12/4/2001~1hrs~1hrs~advertise, write checks, make deposits, work with contractors and provide financial records as required 12) Rental Property 804 22nd Street NW~Puyallup~WA~98373~Rental Property~Owner~12/1/2001~1hrs~1hrs~Advertise, write checks, make deposits, work with contractors and provide financial records as needed 13) Rental property 210 and 212 So 163rd Street~Spanaway~WA~98387~Rental Property~Owner~12/4/2001~1hrs~1hrs~post advertisements, write checks, make deposits and provide financial records as needed 14) Summit View Property LLC 1210 E John S treet~Seattle~WA~98102~Rental Property~Other~6/18/2014~1hrs~1hrs~write checks, make deposits, review financial decisions and provide financial records 15) Wheeler Cap Hill LLC 1150 10th Avenue E~Seattle~WA~98102~Rental Property~Other~9/11/2015~1hrs~1hrs~Write checks, make deposits, work with contractors and maintain financial records 16) Wheeler-Nitz LLC 3021 Meridian E~Edgewood~WA~98371~Rental Property~Other~5/11/2011~3hrs~3hrs~write checks, make deposits,work wiith vendors, and maintain financial records for rental properties| 17) TAX CENTERS INC; Other; ~; Accounting services, tax preparation for small and large companies depending on their requirements, individual, estate, LLC's, partnerships, corporations, etc.; IR; 5; 01/06/1997; 3021 Meridian E Edgewood WA 98371; ~; Tax preparation and tax planning depending on the clients needs, client meetings, phone calls, other administrative duties
CRS (Client Relationship Summary) - RIA
Click below to view Jeanette 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®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3021 Meridian St., Edgewood, WA 98371RIA
CRD#: 105644
EDGEWOOD, WA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3021 Meridian St., Edgewood, WA 98371BD
CRD#: 13572
Edgewood, WA
Past
January 17, 2020 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Edgewood, WA
Past
January 17, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Edgewood, WA
Past
February 8, 2011 - May 13, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EDGEWOOD, WA
Past
January 23, 1996 - December 31, 2010
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
EDGEWOOD, WA
Past
November 1, 1989 - December 31, 2010
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
EDGEWOOD, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Washington(9/5/2025)
IAR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Edgewood, WA 98371TRUST BUT VERIFY
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