Brandon Jon Wheeler
Investment adviser representative at Strategic Advisers LLC
22 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Brandon Jon 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Prudential Insurance Company of AmericaNov 2021 to Feb 2023
- Pruco Securities, LLC.Jul 2021 to Feb 2023
- Luxury Motor Car CompanySep 2019 to Sep 2020
- Northern Kentucky UniversityAug 2019 to Feb 2020
- Telecommunications Board of Northern KentuckyApr 2004 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7329891
- Firm CRD
- 104555