Gregory S. Wheeldon

INTELLIGENT INVESTMENT MANAGEMENT,LLP

DURANGO, CO 81301

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CRD#: 4376708

Professional summary

Gregory Stephen Wheeldon, CFP® is a registered financial advisor currently at INTELLIGENT INVESTMENT MANAGEMENT,LLP located in Durango, Colorado.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 2 firms .

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.

BUDDIES, LTD.; BUSINESS MANAGEMENT COMPANY;OFFICER; NOT INVESTMENT RELATED;5175 CR 250, DURANGO, CO; 5-10 HOURS PER MONTH, AS NEEDED; GENERALLY NOT DURING SECURITIES TRADING HOURS. BAR KR ,LLLP;PARTNER;REAL ESTATE INVESTMENTS;5175 CR 250,DURANGO,CO;PARTNER;5 HOURS PER MONTH,AS NEEDED;GENERALLY NOT DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Stephen Wheeldon'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®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

January 1, 1999 - Present

INTELLIGENT INVESTMENT MANAGEMENT,LLP

Office #1: 150 East 9th Street Suite 333, Durango, CO 81301

RIA

CRD#: 108833

DURANGO, CO

Past

April 27, 2005 - March 8, 2017

TAFOYA BARRETT AND ASSOCIATES PC

RIA

CRD#: 107248

DURANGO, CO

Past

October 4, 2002 - April 27, 2005

TAFOYA BARRETT AND ASSOCIATES PC

RIA

CRD#: 107248

DURANGO, CO

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

Colorado
(1/1/1999)

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

Current Firm

INTELLIGENT INVESTMENT MANAGEMENT,LLP

BROWN WHEELDON INVESTMENT ADVISORS LLP | INTELLIGENT INVESTMENT MANAGEMENT,LLP

CRD#: 108833 / SEC#: 801-64029

RIA

Registered Investment Advisory firm - (6/19/2012 Terminated)

California

Registered Investment Advisory firm - (3/2/2005 Cancelled)

Colorado

Registered Investment Advisory firm - (6/14/2012 Approved)

Illinois

Registered Investment Advisory firm - (4/19/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

150 East 9th St Ste 333, Durango, CO 81301

Mailing Address

Phone number

(970) 403-1234

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 97,151,948

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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Gregory S. Wheeldon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Stephen Wheeldon's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIGENT INVESTMENT MANAGEMENT,LLP

TAFOYA BARRETT AND ASSOCIATES PC

TAFOYA BARRETT AND ASSOCIATES PC

State Registrations and Notice Filings

Exams

Current Firm

INTELLIGENT INVESTMENT MANAGEMENT,LLP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT INVESTMENT MANAGEMENT,LLP

TRUST BUT VERIFY

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