Daniel D. Wheeler

LONESTAR REGISTERED INVESTMENT ADVISORS, P

LUBBOCK, TX 79424

CRD#: 8083620

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Professional summary

Daniel Dale Wheeler is a registered financial advisor currently at LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC located in Lubbock, Texas and THE VIABLE GROUP, INC. located in Lubbock, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daniel has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Dale 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

May 7, 2025 - Present

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

Office #1: 10210 Frankford Ave Suite 220, Lubbock, TX 79424

RIA

CRD#: 144200

LUBBOCK, TX

Current

September 9, 2025 - Present

THE VIABLE GROUP, INC.

Office #1: 10210 Frankford Ave, Suite 220, Lubbock, TX 79424

RIA

CRD#: 143266

Lubbock, TX

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".

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

CRD#: 144200 / SEC#: 801-128569

RIA

Registered Investment Advisory firm - (8/11/2023 Approved)

New Mexico

Registered Investment Advisory firm - (1/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(5/7/2025)

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: 1/25/2025

Uniform Investment Adviser Law Examination

Current Firm

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

CRD#: 144200 / SEC#: 801-128569

RIA

Registered Investment Advisory firm - (8/11/2023 Approved)

New Mexico

Registered Investment Advisory firm - (1/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/12/2024 Terminated)

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Contact information

Main Address

10210 Frankford Ave Suite 220, Lubbock, TX 79424

Mailing Address

Phone number

(866) 785-5350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (2/16/2026)

Regulatory assets under management

Total Number of Accounts	979
AUM (Assets Under Management)	$ 250,735,484

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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Daniel D. Wheeler

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

THE VIABLE GROUP, INC.

Primary Firm SEC Registration

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2025

Current Firm

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

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