Emalee Wheeler

GREATER THAN FINANCIAL

Kansas City, MO

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CRD#: 7935587

Professional summary

Emalee Wheeler, who also goes by Emalee Pittman, is a registered financial advisor currently at GREATER THAN FINANCIAL located in Kansas City, Missouri.

Emalee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Emalee has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emalee Pittman

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.

Wheeler Farms Business is NOT investment-related 2391 County Road 7 Fillmore, MO 64449 Family Farm Bookkeeping- Categorize any incoming/outgoing business transactions using QuickBooks 09/12/2022 2 hours a month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emalee 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

August 7, 2024 - Present

GREATER THAN FINANCIAL

RIA

CRD#: 281703

Kansas City, MO

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

Missouri
(8/7/2024)

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: 8/7/2024

Uniform Investment Adviser Law Examination

Current Firm

GREATER THAN FINANCIAL

GREATER THAN FINANCIAL | GREATER THAN FINANCIAL LLC

CRD#: 281703 / SEC#:

Missouri

Registered Investment Advisory firm - (1/20/2016 Approved)

Texas

Registered Investment Advisory firm - (1/25/2016 Conditional Restricted)

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Contact information

Main Address

Savannah, MO

Mailing Address

Phone number

(816) 663-9015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 46,687,458

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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Emalee Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GREATER THAN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2024

Current Firm

GREATER THAN FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREATER THAN FINANCIAL

TRUST BUT VERIFY

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