Brett O. Wheeler

ADVISOR LOGISTICS

Boerne, TX 78006

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CRD#: 5472903

Professional summary

Brett Olan Wheeler, CFP®, who also goes by Brett O Wheeler, is a registered financial advisor currently at ADVISOR LOGISTICS, LLC located in Boerne, Texas.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brett has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett O 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 Brett Olan 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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

February 14, 2020 - Present

ADVISOR LOGISTICS, LLC

Office #1: 1415 E Blanco Rd Suite 8, Boerne, TX 78006

RIA

CRD#: 292784

Boerne, TX

Past

March 19, 2018 - December 31, 2019

ADVISOR LOGISTICS, LLC

RIA

CRD#: 292784

SAN ANTONIO, TX

Past

September 3, 2014 - June 12, 2015

LEAFHOUSE FINANCIAL ADVISORS, LLC

RIA

CRD#: 149694

AUSTIN, TX

Past

April 26, 2012 - January 8, 2019

OAKWELL PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 162096

San Antonio, TX

Past

June 6, 2008 - April 12, 2012

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

SAN ANTONIO, TX

Past

March 26, 2008 - April 12, 2012

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

SAN ANTONIO, TX

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".

ADVISOR LOGISTICS, LLC

CRD#: 292784 / SEC#: 801-112585

RIA

Registered Investment Advisory firm - (3/9/2018 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

Texas
(2/14/2020)

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: 6/4/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/25/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR LOGISTICS, LLC

CRD#: 292784 / SEC#: 801-112585

RIA

Registered Investment Advisory firm - (3/9/2018 Approved)

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Contact information

Main Address

1415 E Blanco Rd Suite 8, Boerne, TX 78006

Mailing Address

Phone number

(210) 346-8321

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

2025-09-03 ADVISOR LOGISTICS FORM ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts	20,350
AUM (Assets Under Management)	$ 4,944,010,273

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

Brett O. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADVISOR LOGISTICS, LLC

LEAFHOUSE FINANCIAL ADVISORS, LLC

OAKWELL PRIVATE WEALTH MANAGEMENT

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

Primary Firm SEC Registration

ADVISOR LOGISTICS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2008

Series 63

Date: 4/28/2008

Series 7

Date: 8/15/2011

Series 6

Date: 3/25/2008

Current Firm

ADVISOR LOGISTICS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR LOGISTICS, LLC

TRUST BUT VERIFY

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