Martin G. Wheeler
SEA FINANCIAL HAWAII | Financial Advisor, SEA Financial Hawaii
HONOLULU, HI
CRD#: 5728948
Professional summary
Martin Garrett Wheeler, who also goes by Martin G Wheeler, is a registered financial advisor currently at SEA FINANCIAL HAWAII located in Honolulu, Hawaii.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Martin has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Core Areas of Focus
Cash Flow Analysis
Customized Portfolios
Endowments and Charities
ESG (Environmental Social Governance
Estate Planning
Executive Compensation (ISO
RSU
Stock Options)
FIRE (Financial Independence Retire Early)
High Net Worth Planning
Investment Management
Philanthropic and Non-Profit
Real Estate (LLP
REIT's
Private Placement)
Retirement Planning
Risk Management and Insurance Planning
Small Business Planning
Tax Planning and Preparation
Trust and Estate Planning
Biography
Garrett Wheeler is an experienced, Hawaii-based financial advisor that has been in financial services for over two decades. He helps clients through the retirement planning maze, and navigates the complexities of investments. Besides retirement planning and investing, Garrett assists clients with business-oriented decisions, the purchase or sale of assets (real estate to collectibles), complex planning decisions, tax strategy, estate planning, and philanthropic giving.
Born and raised on Maui, Garrett welcomes kamaaina clients, as well as those who live in Hawaii part-time, or simply want to work with an advisor focused on the ‘aloha spirit’ (service) here in Hawaii. Garrett works with clients both locally and across the US in seven states. He specializes in helping working professionals achieve their financial goals. Whether you are nearing retirement, a business owner/entrepreneur or working professional, we can work with you.
We spend a great deal of time getting to know our clients because our goal is to be their “go-to” trusted advisor. We’re more than just agents or registered reps, we’re ‘fiduciaries’, held to a higher standard. As a fee-based advisor, Garrett holds FINRA licensing (Series 7 – General Securities Representative, Series 65 – Uniform Investment Adviser and Series 63 – Uniform Securities Agent State Law) and has passed Life and Health state exams (presently licensed in seven different states). We provide tax-efficient investment management and financial planning strategies. We help our clients balance an adventurous life today, with being financially prepared for tomorrow.
Garrett has a simple purpose: To offer individual investors and families the opportunity to have a different kind of relationship with their financial advisor. One based on trust and the aloha spirit focused on serving others. At SEAFIHI, our primary focus is to help clients gain a better understanding of their financial lives and make better-informed financial decisions. We look forward to serving you.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Retirement Planning,
Estate Planning,
Business Planning,
Business Valuation and Exit Pl...
Individual Insurance (Life, He...
Financial Coaching
How do you get paid?
Fee-Only,
Fixed Fee,
% of AUM
Are you a "fiduciary"?
Yes
Aliases
Martin G 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.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Garrett 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®
NoneExperience
Current
April 27, 2026 - Present
SEA FINANCIAL HAWAII
RIA
CRD#: 340457
HONOLULU, HI
Past
June 14, 2024 - January 30, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Birmingham, AL
Past
June 14, 2024 - January 30, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
Birmingham, AL
Past
July 26, 2023 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
BIRMINGHAM, AL
Past
July 26, 2023 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Birmingham, AL
Past
July 19, 2022 - July 13, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
HONOLULU, HI
Past
May 24, 2022 - July 13, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
HONOLULU, HI
Past
December 15, 2017 - March 29, 2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
HONOLULU, HI
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
Hawaii(4/27/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SF
SEA FINANCIAL HAWAII
SEA FINANCIAL HAWAII | THE WHEELER GROUP LLC
CRD#: 340457 / SEC#:
Hawaii
Registered Investment Advisory firm - (4/27/2026 Approved)PREMIUM
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Contact information
Main Address
Honolulu, HI
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees
Red Flags
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Company Information
SEA FINANCIAL HAWAII
Financial Advisor, SEA Financial HawaiiCRD#: 340457Honolulu, HITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
