Robert John Wheeler
Investment adviser representative at Strategic Blueprint, LLC
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 yearsFirm in business
Are you Robert John Wheeler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Blueprint, LLCFeb 2025 to now
- The Strategic Financial Alliance, Inc.Feb 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2025
- Triad Hybrid Solutions, LLCNov 2014 to Feb 2025
- Triad Advisors, Inc.Nov 2014 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Strategic Blueprint, LLC
$2.5BAssets managed
3,506Clients
54Advisers
9 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
- 4243940
- Firm CRD
- 284840