Joseph Warren Wheeler
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Feb 2023 to now
- Keystone Event StaffingMar 2018 to now
- TD Ameritrade Inc.Jun 2018 to Feb 2023
- Cigh Retail ServicesApr 2018 to Jun 2018
- Veteran's Curation Program-new South AssociatesNov 2017 to Mar 2018
- ConvergysSep 2017 to Nov 2017
- Arizon CompaniesJun 2017 to Aug 2017
- Home DepotAug 2016 to Jun 2017
- Ranken Technical CollegeAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
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
- 6958764
- Firm CRD
- 5393