# BRETT OLAN WHEELER

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ADVISOR LOGISTICS, LLC](https://search.stillhousedata.com/firm/292784) | 2020-02-14 | present | Yes |
| [ADVISOR LOGISTICS, LLC](https://search.stillhousedata.com/firm/292784) | 2018-03-19 | 2019-12-31 | — |
| [PRECISION FIDUCIARY PARTNERS, LLC](https://search.stillhousedata.com/firm/149694) | 2014-09-03 | 2015-06-12 | — |
| [OAKWELL PRIVATE WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/162096) | 2012-04-26 | 2019-01-08 | — |
| [PLANMEMBER SECURITIES CORPORATION](https://search.stillhousedata.com/firm/11869) | 2008-06-06 | 2012-04-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5472903)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5472903.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.