AW
AW

Aaron Kenneth Wheeler

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
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Location

2009 Fox Dr, Suite M, Champaign, IL, 61820

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is a Township Supervisor for Mahomet Township, dedicating minimal time to this role. He is also a Financial Planner at Prairieland Insurance Group, dedicating nearly full-time hours to sales and advising.

Employment History
Current Registrations
Creativeone Securities, LLC
January 2025 - Present · 1 yr 1 mo
Creativeone Securities, LLCBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Country Trust Bank
August 2006 - July 2007 · 11 mos
Country Capital Management CompanyBroker
January 2003 - December 2022 · 19 yrs 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.