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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Wheeler is a financial advisor at Mariner Wealth Advisors, located in Tulsa, OK. Suzanne has been in the financial industry for over 20 years and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Suzanne holds the Series 6, Series 63 and Series 65 licenses and is a Certified Financial Planner. She is a member of the WTAMU Engler School of Business Advisory board. Suzanne is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Suzanne is also a member of Swoop Ventures, LLC, an investment-related organization in Tulsa, OK.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
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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OK
07/23/2018 - Present
Mariner Wealth (TULSA OK)
OK
09/29/1999 - 01/08/2007
HOUCHIN, ADAMSON, L.L.C (TULSA OK)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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