Brett Wheeler Email & Phone Number
Business Owner @ Advisor Logistics, LLC
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Brett Wheeler Location
- San Antonio, TX, US
Brett Wheeler Work
- 2018 -now Business Owner @
- 2018 -now Founder and CEO @
- 2012 -2018 Private Wealth Advisor @ Oakwell Private Wealth Management
- 2009 -2012 Financial Planner @ TEAM Retirement Solution, LLC
- 2007 -2009 Financial Planner @ Elite Plus Financial
Brett Wheeler Education
- The University of Texas at San Antonio
Certificate in Financial Planning
2011-2012 - The University of Texas at San Antonio
Bachelor of Business Administration (BBA) (Marketing)
2002-2007 - Stephen F. Austin High School 1998-2002
- 2015 Level II Canidate in the CFA Program
Brett Wheeler Skills
- Fiduciary
- Fiduciary Services
- Small Business
- Investments
- Portfolio Management
- Strategic Planning
- Asset Managment
- Business Strategy
- Equities
- Wealth Management
- Finance
- Selling
- Asset Management
Brett Wheeler Summary
- Brett Wheeler, based in San Antonio, TX, US, is currently a Business Owner at Advisor Logistics, LLC. Brett Wheeler brings experience from previous roles at Advisor Logistics, LLC, Oakwell Private Wealth Management, TEAM Retirement Solution, LLC and Elite Plus Financial. Brett Wheeler holds a 2011 - 2012 Certificate in Financial Planning @ The University of Texas at San Antonio. With a robust skill set that includes Fiduciary, Fiduciary Services, Small Business, Investments, Portfolio Management and more. Brett Wheeler has 4 emails and 3 mobile phone numbers on RocketReach.
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