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Joshua Wheeler

Reinhart Partners, LLC

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About Joshua Wheeler

Joshua Wheeler is a financial advisor with Reinhart Partners, LLC, a registered investment advisor. Joshua has been in the industry since 2002 and is registered in Wisconsin. Joshua Wheeler specializes in providing financial advice to individuals, families, and businesses. Joshua has a diverse background and experience in the financial services industry.

Firm Information

Joshua Wheeler is currently registered with Reinhart Partners, LLC. Reinhart Partners, LLC is an investment advisor based in Mequon, Wisconsin. They provide portfolio management services to businesses, individuals, investment companies, and pooled investment vehicles. The firm manages approximately $1.9 billion in assets for clients. Their services include financial planning, pension consulting, and portfolio management. They also offer educational seminars and market timing services. The firm has a strong track record of success in the industry and is committed to providing clients with high-quality investment advice.
Reinhart Partners, LLC

11090 N. WESTON DRIVE

MEQUON, WI 53092

$1.91B

Assets Under Management

5,198

Total Clients

7

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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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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Joshua Wheeler’s Registration & Firm History

WI

09/17/2015 - Present

Reinhart Partners, LLC (MEQUON WI)

NY

05/18/2010 - 03/27/2012

MORGAN STANLEY & CO. LLC (NEW YORK NY)

CO

08/24/2009 - 04/29/2010

ST. CHARLES CAPITAL, LLC (DENVER CO)

AZ

10/01/2002 - 11/18/2002

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

03/15/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

AZ

02/15/2002 - 02/19/2002

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 10/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2010

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/12/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/23/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Wheeler.
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