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Colin Thomas Wheeler

Cerity Partners LLC

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About Colin Thomas Wheeler

Colin Thomas Wheeler is a Certified Financial Planner and is currently registered with Cerity Partners LLC in Kentucky. Colin Wheeler has been in the industry since September of 2013 and has experience at Dupree Financial Group, Family Financial Partners, ARGI Investment Services, and Cerity Partners. Colin Wheeler is also registered in Kentucky as an Investment Advisor Representative. Colin Wheeler has passed the Series 65 exam. Cerity Partners LLC provides a variety of services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Colin Wheeler is currently registered with Cerity Partners LLC. Cerity Partners LLC is an investment advisor headquartered in NEW YORK, NY. With over 700 employees and over $80 billion in assets under management, they offer a wide range of services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and more. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Cerity Partners LLC

99 PARK AVENUE

NEW YORK, NY 10016

$80.57B

Assets Under Management

75

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services; bill pay

Tax services; bill pay

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Colin Wheeler’s Registration & Firm History

NY

04/30/2023 - Present

Cerity Partners LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/31/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Thomas Wheeler.
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