BO
Brett Olan Wheeler
CRD 5472903
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Advisor Logistics, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Advisor Logistics, Llc
Cco · Less than 5% · Aug 2024
-
Advisor Logistics, Llc
Member · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗