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John Gardner Finley

WHEATON WEALTH PARTNERS, LLC·WHEATON, Illinois
Clean record15 years registeredWHEATON WEALTH PARTNERS, LLC
316 W. ROOSEVELT RD., WHEATON, IL 60187CRD# 5966230Firm CRD# 153638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Gardner Finley · WHEATON, IL
Registration
CRD #5966230 · WHEATON WEALTH PARTNERS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

COYLE
Mar 2016 – present
WHEATON WEALTH PARTNERS, LLC
Aug 2011 – Feb 2016
WHEATON, IL
02

Registrations & Exams

Registration record
First registered · August 15, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHEATON WEALTH PARTNERS, LLC
CRD 153638 · SEC 801-73106
AUM
$78M
Regulatory assets under management
Employees
4
371 client accounts
Services offered by WHEATON WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHEATON WEALTH PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Gardner Finley offer?
John Gardner Finley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are John Gardner Finley's credentials?
John Gardner Finley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gardner Finley located?
John Gardner Finley is based in WHEATON, Illinois, working with WHEATON WEALTH PARTNERS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does John Gardner Finley charge for services?
John Gardner Finley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHEATON WEALTH PARTNERS, LLC?
WHEATON WEALTH PARTNERS, LLC has approximately 4 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHEATON WEALTH PARTNERS, LLC

Heather Marie Coulter
WHEATON, IL
Robert Kennedy O'dell
WHEATON, IL

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Research
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