John Wheeler
John Wheeler is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
701 North Post Oak Rd, Suite 320, Houston, TX, 77024
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in numerous business activities, including fixed insurance sales with various companies, financial services through Totus Wealth Management and Texas Gulf Coast Financial Group, and insurance-related roles at Wheeler & Associates, Gulf Coast Insurance Services, and Totus Insurance Agency. He also dedicates time to non-profit organizations and sells life settlements.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Country Capital Management CompanyBroker
Country Capital Management CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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