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Robert John Wheeler

Osaic Advisory Services, LLC

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About Robert John Wheeler

Robert John Wheeler is a financial advisor at Osaic Advisory Services, LLC. Robert has been in the financial industry since September 29, 2000 and is registered in North Carolina and Texas. Robert offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Robert is also a registered representative of Osaic Advisory Services, LLC.

Firm Information

Robert Wheeler is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Robert Wheeler’s Registration & Firm History

NC

01/04/2022 - Present

Osaic Advisory Services, LLC (Wilmington NC)

NC

11/17/2014 - 08/23/2024

TRIAD ADVISORS LLC (Wilmington NC)

NC

12/08/2008 - 11/17/2014

LPL FINANCIAL LLC (WILMINGTON NC)

NC

09/26/2000 - 12/03/2008

EDWARD JONES (WILMINGTON NC)

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Licenses & Designations

BOTH

Issued 03/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert John Wheeler.
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