Joshua Wheeler

REINHART PARTNERS

Mequon, WI 53092

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CRD#: 4500620

Professional summary

Joshua Wheeler, who also goes by Joshua David Wheeler, is a registered financial advisor currently at REINHART PARTNERS, LLC located in Mequon, Wisconsin.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joshua has worked at 6 firms and has passed the Series 63, Series 86, Series 87, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua David 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Wheeler'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

September 17, 2015 - Present

REINHART PARTNERS, LLC

Office #1: 11090 N. Weston Drive, Mequon, WI 53092

RIA

CRD#: 106432

Mequon, WI

Past

May 18, 2010 - March 27, 2012

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

August 24, 2009 - April 29, 2010

ST. CHARLES CAPITAL, LLC

CRD#: 133685

DENVER, CO

Past

October 1, 2002 - November 18, 2002

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

March 15, 2002 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

Past

February 15, 2002 - February 19, 2002

SIMMERS CAPITAL MANAGEMENT CORPORATION

CRD#: 29960

PHOENIX, AZ

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".

REINHART PARTNERS, LLC

REINHART & MAHONEY CAPITAL MANAGEMENT, INC. | REINHART PARTNERS, LLC | REINHART PARTNERS, INC. | REINHART MAHONEY & BRYDEN CAPITAL MANAGEMENT INC

CRD#: 106432 / SEC#: 801-40278

RIA

Registered Investment Advisory firm - (12/5/1991 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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(9/17/2015)

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

Series 63

Date: 10/12/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 86

Date: 8/12/2010

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 7/12/2010

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/23/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/14/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REINHART PARTNERS, LLC

REINHART & MAHONEY CAPITAL MANAGEMENT, INC. | REINHART PARTNERS, LLC | REINHART PARTNERS, INC. | REINHART MAHONEY & BRYDEN CAPITAL MANAGEMENT INC

CRD#: 106432 / SEC#: 801-40278

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

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Contact information

Main Address

11090 N. Weston Drive, Mequon, WI 53092

Mailing Address

Phone number

(262) 241-2020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REINHART PARTNERS PART2A OF FORM ADV FEBRUARY 5 2025 (2/5/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 1,912,117,349

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

Joshua Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MORGAN STANLEY & CO. LLC

ST. CHARLES CAPITAL, LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL EQUITY SERVICES CORPORATION

SIMMERS CAPITAL MANAGEMENT CORPORATION

Primary Firm SEC Registration

REINHART PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/12/2009

Series 86

Date: 8/12/2010

Series 87

Date: 7/12/2010

Series 7

Date: 8/23/2009

Series 6

Date: 2/14/2002

Current Firm

REINHART PARTNERS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REINHART PARTNERS, LLC

TRUST BUT VERIFY

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