Unclaimed Profile

Steven Allen Wheeler

CRI WEALTH ADVISORS, L.L.C.·BOWLING GREEN, Kentucky

Clean recordCRI WEALTH ADVISORS, L.L.C.

927 COLLEGE STREET, BOWLING GREEN, KY 42101CRD# 3258344Firm CRD# 165368

Profile Verification

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

Identity

Steven Allen Wheeler · BOWLING GREEN, KY

Registration

CRD #3258344 · CRI WEALTH ADVISORS, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Allen Wheeler is a registered financial advisor based in BOWLING GREEN, Kentucky, affiliated with CRI WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CRI WEALTH ADVISORS, L.L.C.

AUM

$146M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRI WEALTH ADVISORS, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 3258344

Firm CRD# 165368

View on FINRA BrokerCheck →

Looking for a financial advisor in BOWLING GREEN?

Browse all registered financial advisors in BOWLING GREEN, Kentucky or claim this profile if it's yours.

Browse BOWLING GREEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Allen Wheeler offer?

Steven Allen Wheeler specializes in Financial Planning, Investment Management. Contact their office in BOWLING GREEN, Kentucky for a consultation.

What are Steven Allen Wheeler's credentials?

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

Where is Steven Allen Wheeler located?

Steven Allen Wheeler is based in BOWLING GREEN, Kentucky, working with CRI WEALTH ADVISORS, L.L.C.. Their office serves clients in the BOWLING GREEN metropolitan area and surrounding communities.

How does Steven Allen Wheeler charge for services?

Steven Allen Wheeler's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRI WEALTH ADVISORS, L.L.C.?

CRI WEALTH ADVISORS, L.L.C. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →