Eric Wheeler is a CFP-designated registered investment advisor, based in Louisville, KY, with 36 years of industry experience.
Location
306 Middletown Park Pl, Suite B, Louisville, KY, 40243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric owns rental real estate and is the author of an e-book, dedicating a few hours per week to each activity. He also operates Wheeler Wealth Management, LLC as an independent contractor, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Raffensperger, Hughes & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations14 states
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