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Garrett Bohler

Wheelhouse Advisory Group, LLC

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About Garrett Bohler

Garrett Bohler is an investment advisor representative associated with Wheelhouse Advisory Group, LLC. Garrett is licensed in Illinois and Missouri, and offers investment advisory services to individuals and high-net-worth individuals. Garrett was previously associated with STIFEL, NICOLAUS & COMPANY, INCORPORATED and TD AMERITRADE, INC. Garrett has experience in the financial services industry and holds the Series 7TO, SIE, and Series 63 securities licenses and the Series 65 investment advisor license.

Firm Information

Garrett Bohler is currently registered with Wheelhouse Advisory Group, LLC. Wheelhouse Advisory Group, LLC is a St. Louis, MO-based firm with $180.9 million in regulatory assets under management. They serve individuals, high-net-worth individuals, and corporations or other businesses. Services offered include financial planning and portfolio management.
Wheelhouse Advisory Group, LLC

12250 WEBER HILL ROAD SUITE 305

ST. LOUIS, MO 63127

$180.92M

Assets Under Management

445

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

On occasion, negotiated flat quarterly fee

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Garrett Bohler’s Registration & Firm History

MO

10/24/2023 - Present

Wheelhouse Advisory Group, LLC (ST. LOUIS MO)

MO

04/05/2023 - 10/19/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

12/06/2022 - 04/03/2023

COMMERCE BROKERAGE SERVICES, INC. (ST. LOUIS MO)

MO

12/10/2021 - 12/07/2022

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garrett Bohler.
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