Lafe Jeff Wheeler
Investment adviser representative at Commonwealth Financial Network
31 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 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 assetsHourlyFixed or flat feeCommissions
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
31 years in the industry.
- Commonwealth Financial NetworkSep 2020 to now
- Wheeler Financial Solutions PllcSep 2007 to now
- Wheeler Financial Services PllcJan 1995 to now
- Avantax Insurance Agency, LLCSep 2017 to Sep 2020
- Avantax Advisory ServicesJan 2007 to Sep 2020
- Avantax Investment Services, Inc.Aug 2006 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 5021884
- Firm CRD
- 8032