Unclaimed Profile

John Jeffrey Wheeler

COGNIOS CAPITAL, LLC·LEAWOOD, Kansas

Clean recordCOGNIOS CAPITAL, LLC

11250 TOMAHAWK CREEK PKWY, LEAWOOD, KS 66211CRD# 1517804Firm CRD# 148361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Jeffrey Wheeler · LEAWOOD, KS

Registration

CRD #1517804 · COGNIOS CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Jeffrey Wheeler is a registered financial advisor based in LEAWOOD, Kansas, affiliated with COGNIOS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COGNIOS CAPITAL, LLC

AUM

$532M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COGNIOS CAPITAL, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: DATA DISTRIBUTION ARRANGEMENT

Regulatory

SEC/IARD CRD# 1517804

Firm CRD# 148361

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Jeffrey Wheeler offer?

John Jeffrey Wheeler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are John Jeffrey Wheeler's credentials?

John Jeffrey Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Jeffrey Wheeler located?

John Jeffrey Wheeler is based in LEAWOOD, Kansas, working with COGNIOS CAPITAL, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does John Jeffrey Wheeler charge for services?

John Jeffrey Wheeler's firm is compensated through percentage of aum, performance-based fees, other: data distribution arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COGNIOS CAPITAL, LLC?

COGNIOS CAPITAL, LLC has approximately 8 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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