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Robert G. Wheeler

GRADIENT ADVISORS
Tulsa, OK 74136
Some features on this profile are disabled
CRD#: 801384
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Robert Grundy WheelerGRADIENT ADVISORS

Professional summary

Robert Grundy Wheeler, who also goes by Rob Wheeler, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Tulsa, Oklahoma.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Robert has worked at 8 firms and has passed the Series 1 exam.

At a Glance

Always Fiduciary

Aliases

Rob 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 Robert Grundy Wheeler's CRS (Customer Relationship Summary).
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

June 29, 2026 - Present

GRADIENT ADVISORS, LLC

Office #1: 5218 E 69th Place, Tulsa, OK 74136
RIA
CRD#: 152665
Tulsa, OK
Past

November 5, 2007 - September 21, 2023

THE ROBERT G. WHEELER CAPITAL MANAGEMENT COMPANY, INC.

RIA
CRD#: 145224
TULSA, OK
Past

January 24, 2002 - October 18, 2006

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
TULSA, OK
Past

January 21, 2000 - January 22, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

June 1, 1996 - January 18, 2000

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 22, 1992 - June 1, 1996

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

May 16, 1990 - December 31, 1991

THE COLUMBIAN SECURITIES CORPORATION

BD
CRD#: 169
Past

January 31, 1990 - May 29, 1990

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

July 9, 1984 - December 31, 1989

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

November 15, 1982 - July 24, 1984

THE COLUMBIAN SECURITIES CORPORATION

BD
CRD#: 169
Past

November 1, 1974 - September 22, 1982

SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION

BD
CRD#: 3461

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".
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA
Registered Investment Advisory firm - (2/10/2010 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
Oklahoma
(6/29/2026)

Exams

General Industry/Product Exam
RR
Series 1
Date: 10/21/1974
Registered Representative Examination

Current Firm

GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA
Registered Investment Advisory firm - (2/10/2010 Approved)
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Contact information

Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126
Mailing Address
Phone number
(877) 885-0508
Established
Firm type
Fiscal year end
# of Employees
169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 12-2025 (12/10/2025)

Regulatory assets under management

Total Number of Accounts3,222
AUM (Assets Under Management)$ 218,611,410

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.

Company Information

GRADIENT ADVISORS, LLC

CRD#: 152665Tulsa, OK 74136

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