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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Wheeler is a financial advisor at Creative Planning, based in Indianapolis, Indiana. John holds the Series 66 and Series 7 licenses. John has a strong background in financial planning and portfolio management, serving a diverse clientele, including high-net-worth individuals, charitable organizations, pension plans, and corporations. John is a Certified Financial Planner and specializes in providing comprehensive financial planning services, including portfolio management, investment advice, and retirement planning. Prior to joining Creative Planning, John was associated with DAVID A. NOYES & COMPANY.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
IN
06/06/2011 - 01/02/2013
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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