Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Wheeler is a financial advisor at Forvis Mazars Wealth Advisors, LLC, a firm with offices in Springfield, MO, Kansas City, MO, Colorado Springs, CO, Denver, CO and Salt Lake City, UT. Justin has been working in the financial industry since 2004. Justin is a Certified Financial Planner. Justin has a Series 6, Series 7, Series 63, and Series 66. Justin's previous firms were Fidelity Brokerage Services LLC and American Century Brokerage, Inc.
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.
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
MO
01/03/2024 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
KS
01/18/2012 - 05/29/2014
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
MO
06/11/2007 - 12/14/2011
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
08/04/2004 - 12/14/2011
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 03/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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