Brian A. Corr

THE WHEELER CORR GROUP

Santa Rosa, CA 95404

CRD#: 8169938

Some features on this profile are disabled

Professional summary

Brian Andrew Corr is a registered financial advisor currently at THE WHEELER CORR GROUP, LLC located in Santa Rosa, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brian has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Corr'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

November 12, 2025 - Present

THE WHEELER CORR GROUP, LLC

Office #1: 727 Silva Ave, Santa Rosa, CA 95404

RIA

CRD#: 338929

Santa Rosa, CA

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

California
(11/12/2025)

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: 8/12/2025

Uniform Investment Adviser Law Examination

Current Firm

THE WHEELER CORR GROUP, LLC

CRD#: 338929 / SEC#:

California

Registered Investment Advisory firm - (11/12/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

727 Silva Ave, Santa Rosa, CA 95404

Mailing Address

Po Box 14219, Santa Rosa, CA 95404

Phone number

(707) 775-2950

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Brian Frost

LPL FINANCIAL LLC

IAR

SANTA ROSA, CA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian A. Corr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Corr's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WHEELER CORR GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2025

Current Firm

THE WHEELER CORR GROUP, LLC

Contact information

Documents

Red Flags

Company Information

THE WHEELER CORR GROUP, LLC

TRUST BUT VERIFY

Similar Advisors