Jack D. Wheeler

KANSAS CITY PRIVATE WEALTH MANAGEMENT

Kansas City, MO 64113

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CRD#: 4367959

Professional summary

Jack Delmar Wheeler is a registered financial advisor currently at KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC located in Kansas City, Missouri.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jack has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 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.

1) Managing Member and owner of Kauffman Properties LLC, a Kansas City, MO rental property holding company, a position held since 6/2015, representing approximately 10 hours per month. 2) Managing Member and minority owner of BKS Partners LLC, a Kansas City MO commercial property holding company, a position held since 5/2015, representing approximately 1-2 hours per month. 3) Managing Member and minority owner Wheeler Homes, LLC, a Kansas City MO residential property holding company, a position held since 1/2018, representing approximately 1-2 hours per month. 4) Managing Member and minority owner of Butterfly Housing LLC, a Kansas City MO residential property holding company, a position held since 3/2022, representing approximately 1-2 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Delmar 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

September 11, 2014 - Present

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 3 W 63rd Street Suite 120, Kansas City, MO 64113

RIA

CRD#: 172528

Kansas City, MO

Past

August 29, 2012 - January 13, 2016

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

CHICAGO, IL

Past

March 5, 2012 - June 8, 2012

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

LEAWOOD, KS

Past

September 28, 2001 - February 16, 2005

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 22, 2001 - April 11, 2001

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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

California
(1/29/2021)

IAR

Florida
(4/25/2025)

IAR

Kansas
(10/17/2014)

IAR

Louisiana
(1/8/2020)

IAR

Missouri
(9/11/2014)

IAR

Texas
(12/15/2022)

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: 3/2/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/21/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

KANSAS CITY PRIVATE WEALTH MANAGEMENT | KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC | KANSAS CITY PRIVATE WEALTH MANAGEMENT (KCPWM)

CRD#: 172528 / SEC#:

California

Registered Investment Advisory firm - (1/29/2021 Approved)

Florida

Registered Investment Advisory firm - (4/25/2025 Approved)

Kansas

Registered Investment Advisory firm - (10/17/2014 Approved)

Louisiana

Registered Investment Advisory firm - (1/8/2020 Approved)

Missouri

Registered Investment Advisory firm - (9/11/2014 Approved)

Texas

Registered Investment Advisory firm - (12/13/2022 Conditional Restricted)

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Contact information

Main Address

3 W 63rd Street Suite 120, Kansas City, MO 64113

Mailing Address

Phone number

(816) 214-8344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 91,648,893

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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Jack D. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Delmar Wheeler's CRS (Customer Relationship Summary).

Certified licenses

Experience

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

BMO ASSET MANAGEMENT CORP.

M&I INVESTMENT MANAGEMENT CORP.

U.S. BANCORP INVESTMENTS, INC.

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2012

Series 63

Date: 3/28/2001

Series 6

Date: 3/21/2001

Current Firm

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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