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Steven Boyd Wheeler

Public Safety Financial/galloway

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About Steven Boyd Wheeler

Steven Boyd Wheeler is an Investment Advisor Representative with Public Safety Financial/galloway, headquartered in Mesa, AZ. Steven has been active in the investment advisory industry since 2015. Steven holds a Series 65 license and is currently registered in Arizona and Texas. Steven is specialized in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Educational Seminars, and Publication of Periodicals. Steven has over 30 years of work experience.

Firm Information

Steven Wheeler is currently registered with Public Safety Financial/galloway. Public Safety Financial/galloway is a registered investment advisor with offices in Mesa, Arizona. They have 27 investment adviser representatives, 3 registered representatives, and manage over $792 million in assets. The firm provides financial planning, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Public Safety Financial/galloway

1138 N ALMA SCHOOL RD

MESA, AZ 85201

$792.72M

Assets Under Management

Not reported

Total Clients

28

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Steven Wheeler’s Registration & Firm History

AZ

07/05/2023 - Present

Public Safety Financial/galloway (MESA AZ)

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Licenses & Designations

IA

Issued 06/23/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Boyd Wheeler.
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