Robert J. Wheeler

STRATEGIC BLUEPRINT

Wilmington, NC 28403

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CRD#: 4243940

Professional summary

Robert John Wheeler JR, who also goes by Bobby Wheeler Jr., Robert John Wheeler, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Wilmington, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Wilmington , North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby Wheeler Jr. | Robert John Wheeler

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)The Wealth Plan Company;investment related;398 Carl Street,Unit 101,Wilmington,NC 28403;dba;wealth advisor;7/2/2018;160 hrs/month;130 hrs/month during trading;financial planning and investment management 2)Wheeler Financial Management, Inc.;not investment related;PO Box 12435,Wilmington,NC 28405;tax purposes;president;12/01/2008;1 hr/month;0 hrs during trading;bookkeeping 3)398 Carl,LLC;not investment related;398 Carl Street, Unit 101,Wilmington,NC 28403;real estate owner;member;8/1/2015;less than 1 hr/month;minimal hrs during trading;maintenance & repairs when needed

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Wheeler JR's CRS (Customer Relationship Summary).

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

February 17, 2025 - Present

STRATEGIC BLUEPRINT, LLC

Office #1: 398 Carl Street, Unit 101, Wilmington, NC 28403

RIA

CRD#: 284840

Wilmington, NC

Current

February 12, 2025 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 398 Carl Street Unit 101, Wilmington , NC 28403

RIA

CRD#: 126514

Wilmington , NC

Past

August 23, 2024 - February 12, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Wilmington, NC

Past

November 17, 2014 - February 12, 2025

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

Wilmington, NC

Past

November 17, 2014 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Wilmington, NC

Past

December 8, 2008 - November 17, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

WILMINGTON, NC

Past

December 8, 2008 - November 17, 2014

LPL FINANCIAL LLC

CRD#: 6413

WILMINGTON, NC

Past

March 21, 2007 - December 3, 2008

EDWARD JONES

RIA

CRD#: 250

WILMINGTON, NC

Past

September 26, 2000 - December 3, 2008

EDWARD JONES

CRD#: 250

WILMINGTON, NC

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".

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 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.

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

Indiana
(2/12/2025)

North Carolina
(2/14/2025)

IAR

North Carolina
(2/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 Approved)

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Contact information

Main Address

2200 Century Parkway Suite 500, Atlanta, GA 30345

Mailing Address

Phone number

(678) 954-4130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)

FAMILY OFFICES SERVICES (3/28/2025)

STRATEGIC BLUEPRINT ADVISOR DIRECTED ACCOUNT PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	9,067
AUM (Assets Under Management)	$ 2,671,662,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Robert J. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Wheeler JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE STRATEGIC FINANCIAL ALLIANCE, INC.

OSAIC WEALTH, INC.

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

STRATEGIC BLUEPRINT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2007

Series 63

Date: 9/28/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2000

FINRA

Current Firm

STRATEGIC BLUEPRINT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC BLUEPRINT, LLC

TRUST BUT VERIFY

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