Unclaimed Profile

Steven Allen Wheeler

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

SIE, Series 7, Series 66CFPPFSClean record25 years registeredCRI 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. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRI WEALTH ADVISORS, L.L.C.

LEVEL FOUR ADVISORY SERVICES

Sep 2014 – May 2022

Bowling Green, KY

WEALTH MANAGEMENT, INC.

Mar 2004 – Aug 2010

BOWLING GREEN, KY

1ST GLOBAL ADVISORS INC

Sep 2000 – Sep 2014

BOWLING GREEN, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 11, 2000

Years registered · 25

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRI WEALTH ADVISORS, L.L.C.

CRD 165368 · SEC 801-77137

AUM

$146M

Regulatory assets under management

Employees

1,510 client accounts

Services offered by CRI WEALTH ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

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 →

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.

What are Steven Allen Wheeler's credentials?

Steven Allen Wheeler holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Allen Wheeler located?

Steven Allen Wheeler is based in BOWLING GREEN, Kentucky, last registered with CRI WEALTH ADVISORS, L.L.C..

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 →