linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Robert Wheeler

Harbour Investments, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Robert Wheeler

John Robert Wheeler is a financial professional with over 30 years of experience in the industry. John Wheeler is a registered representative with Harbour Investments, Inc. and is licensed in numerous states. John Wheeler previously held positions at Woodbury Financial Services, Inc. and NWNL Management Corporation. John Wheeler holds a Series 6, 7, 63 and 65 license. John Wheeler specializes in financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

John Wheeler is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Wheeler’s Registration & Firm History

WI

06/13/2013 - Present

Harbour Investments, Inc. (GREEN BAY WI)

WI

06/03/1991 - 09/25/2012

WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)

CT

05/31/1989 - 06/18/1991

NWNL MANAGEMENT CORPORATION (WINDSOR CT)

Not sure if John Robert Wheeler is right for you?

Licenses & Designations

IA

Issued 09/01/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/30/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Robert Wheeler.
Not sure if John Robert Wheeler is right for you?