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Louis Alfred Wheless

TAR River Wealth Planning, LLC

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About Louis Alfred Wheless

Louis Wheless is a registered investment advisor representative with Tar River Wealth Planning, LLC, based in Louisburg, North Carolina. Louis has been in the industry since 1997 and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Louis provides financial planning, portfolio management, and publication of periodicals to their clients.

Firm Information

Louis Wheless is currently registered with TAR River Wealth Planning, LLC. TAR River Wealth Planning, LLC is an investment advisory firm based in LOUISBURG, NC that manages $328,597,476 in assets for 1,273 clients. The firm provides financial planning, portfolio management for individuals and businesses, and publishes periodicals. They have a strong focus on high-net-worth individuals, with 85 clients in this category managing $234,132,604 in assets. The firm also serves corporations, charitable organizations, and pension and profit-sharing plans.
TAR River Wealth Planning, LLC

109 N MAIN ST

LOUISBURG, NC 27549-9998

$328.60M

Assets Under Management

1

Total Clients

5

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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financial planning services

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

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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fixed fees

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

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percentage of assets

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

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Louis Wheless’s Registration & Firm History

NC

04/10/2024 - Present

TAR River Wealth Planning, LLC (LOUISBURG NC)

NC

09/28/1998 - 04/04/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)

NY

03/12/1997 - 09/25/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/15/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Alfred Wheless.
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