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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin J. Wheeler is a registered Investment Advisor Representative with Summit Global Investments, LLC. Justin has been working in the financial services industry since 2011. Justin holds the Series 6, Series 63, Series 26 and SIE licenses. Justin is also licensed in Minnesota and Ohio. Justin is a graduate of the University of Dayton and is committed to providing sound financial advice to his clients. Justin has experience working with individuals, corporations, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
08/31/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
OH
11/29/2023 - 03/18/2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (KETTERING OH)
OH
01/06/2012 - 09/05/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (CENTERVILLE OH)
OH
10/10/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DAYTON OH)
IA
Issued 10/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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