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GW

Gregory S. Wheeldon

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CRD#: 4376708
GW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Stephen Wheeldon, CFP® was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1999. Gregory had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

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
Past

January 1, 1999 - November 15, 2025

INTELLIGENT INVESTMENT MANAGEMENT,LLP

RIA
CRD#: 108833
DURANGO, CO

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

TB
TAFOYA BARRETT AND ASSOCIATES PC
BROWN WHEELDON AND ASSCOAITES PC | TAFOYA BARRETT AND ASSOCIATES PC | BROWN WHEELDON TAFOYA AND BARRETT PC | BROWN WHEELDON AND ASSOCIATES PC

CRD#: 107248 / SEC#:

Colorado
Registered Investment Advisory firm - (1/1/1999 Approved)
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Contact information

Main Address
150 East 9th Street Suite 300, Durango, CO 81301
Mailing Address
Phone number
(970) 259-8000
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

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.

Company Information

TAFOYA BARRETT AND ASSOCIATES PC

CRD#: 107248

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