BRETT OLAN WHEELER is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with ADVISOR LOGISTICS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVISOR LOGISTICS, LLC | 2020-02-14 | present | Yes |
| ADVISOR LOGISTICS, LLC | 2018-03-19 | 2019-12-31 | — |
| PRECISION FIDUCIARY PARTNERS, LLC | 2014-09-03 | 2015-06-12 | — |
| OAKWELL PRIVATE WEALTH MANAGEMENT | 2012-04-26 | 2019-01-08 | — |
| PLANMEMBER SECURITIES CORPORATION | 2008-06-06 | 2012-04-12 | — |