John Robert Wheeler
Investment adviser representative at Harbour Investments, Inc.
43 yearsExperience
1 stateRegistered in
ChFC®Designation
$9.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
43 years in the industry.
- Harbour Investments, Inc.Sep 2012 to now
- John Patrick Planning GroupAug 1983 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (WI).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1931841
- Firm CRD
- 19258