Ty Daniel Wheeler
Investment adviser representative at Curafin Advisors
12 yearsExperience
1 stateRegistered in
$748.4MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Curafin AdvisorsMay 2024 to now
- Global Retirement Partners, LLCFeb 2023 to Mar 2024
- Hub InternationalJan 2023 to Mar 2024
- Wealthplan AdvisorsJan 2023 to Mar 2024
- PaycorJun 2022 to Jan 2023
- Sensei Project SolutionsJul 2019 to Jun 2022
- Dhl ExpressOct 2014 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Curafin Advisors
Legal name: Curafin Advisors, LLC
$748.4MAssets managed
111Clients
2Advisers
2 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
- 7701953
- Firm CRD
- 329091