Joshua D. Wheeler
Professional summary
Joshua David Wheeler MR, who also goes by Joshua David Wheeler, is a registered financial advisor currently at WHEELER FINANCIAL PLANNING LLC located in St. Charles, Missouri.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joshua has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua David Wheeler MR's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 28, 2015 - Present
WHEELER FINANCIAL PLANNING LLC
Office #1: 90 Mb Corporate Park Ct, St. Charles, MO 63301January 2, 2013 - October 1, 2015
SIGNATURE INVESTMENTS, INC.
May 17, 2011 - October 4, 2013
SICOR SECURITIES INC
January 14, 2011 - May 10, 2011
DIEHL WEALTH MANAGEMENT GROUP, LLC
February 18, 2008 - July 1, 2010
WORKMAN SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/24/2015)
(10/28/2015)
Exams
Current Firm
WHEELER FINANCIAL PLANNING LLC
CRD#: 281352 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 9,412,000 |
Red Flags
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Company Information
WHEELER FINANCIAL PLANNING LLC
CRD#: 281352St. Charles, MO 63301TRUST BUT VERIFY
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