Brian D. Wheeler

KEYSTONE WEALTH ADVISORS

Reno, NV 89502

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CRD#: 5639327

Professional summary

Brian Daniel Wheeler is a registered financial advisor currently at KEYSTONE WEALTH ADVISORS, LLC located in Reno, Nevada.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Keystone Wealth Advisors, LLC; Yes investment related; Reno, NV; Insurance; Insurance Agent; 04/2022; 30 hours per month; 15 during trading hours; sales and services of insurance products. Keystone Business Brokers; Reno, NV; not investment related; Business Consultant since 01/2025; 40 hours/month; helping business owners sell their businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Daniel 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®

None

Experience

Current

May 2, 2022 - Present

KEYSTONE WEALTH ADVISORS, LLC

Office #1: 401 Ryland Street Suite #300, Reno, NV 89502

RIA

CRD#: 317823

Reno, NV

Past

March 5, 2014 - May 2, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Reno, NV

Past

December 23, 2013 - May 2, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

Reno, NV

Past

May 6, 2009 - December 17, 2013

WADDELL & REED

RIA

CRD#: 866

RENO, NV

Past

March 23, 2009 - December 17, 2013

WADDELL & REED

CRD#: 866

RENO, NV

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

Nevada
(5/2/2022)

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 66

Date: 5/5/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/2009

General Securities Representative Examination

Current Firm

KEYSTONE WEALTH ADVISORS, LLC

CRD#: 317823 / SEC#:

Nevada

Registered Investment Advisory firm - (5/2/2022 Approved)

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Contact information

Main Address

401 Ryland Street Suite #300, Reno, NV 89502

Mailing Address

Phone number

(775) 786-4900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	173
AUM (Assets Under Management)	$ 25,999,000

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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Brian D. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KEYSTONE WEALTH ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2009

Current Firm

KEYSTONE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KEYSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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