Louis Alfred Wheless
Investment adviser representative at Tar River Wealth Planning, LLC
28 yearsExperience
1 stateRegistered in
$401.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Tar River Wealth Planning, LLCApr 2024 to now
- Union BankSep 2016 to Dec 2022
- Resource Management AssociatesJul 2016 to Mar 2024
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2024
- Crosscreek Charter SchoolJun 2004 to Jun 2019
- The Wheless Group of Resource Management AssociatesOct 1998 to Mar 2024
- Raymond James Financial Services, Inc.Sep 1998 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NC).
Tar River Wealth Planning, LLC
$401.2MAssets managed
483Clients
5Advisers
2 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
- 2846202
- Firm CRD
- 328530