Brett Olan Wheeler
Investment adviser representative at Advisor Logistics, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.3BFirm 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 assetsHourlyFixed or flat fee
Experience
14 years in the industry.
- Advisor Logistics, LLCMar 2018 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisor Logistics, LLC
$6.3BAssets managed
16Clients
2Advisers
8 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
- 5472903
- Firm CRD
- 292784