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Dana Josephine Wheeler

Allstate Financial Advisors, LLC

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About Dana Josephine Wheeler

Dana Josephine Wheeler is a financial advisor with Allstate Financial Advisors, LLC. Dana has been a registered representative for 24 years and has worked in the industry since July 2000. Dana is registered with the state of Florida and is a registered representative with FINRA. Dana has her Series 7, 9, 10, 24, 63, and 66 licenses.

Firm Information

Dana Wheeler is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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selection of other advisors

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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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other

Third party advisory fees

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Dana Wheeler’s Registration & Firm History

NE

02/24/2014 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

FL

11/20/2013 - 02/06/2014

DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)

TN

02/13/2013 - 05/03/2013

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

02/21/2007 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TN

02/13/2007 - 02/20/2007

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

FL

02/14/2000 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)

WI

12/21/1999 - 02/14/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BOTH

Issued 03/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/21/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/12/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Josephine Wheeler.
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