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Steven Allen Wheeler

CRI WEALTH ADVISORS, L.L.C.·BOWLING GREEN, Kentucky
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927 COLLEGE STREET, BOWLING GREEN, KY 42101CRD# 3258344Firm CRD# 165368
01

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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
CRI WEALTH ADVISORS, L.L.C.
CRI WEALTH ADVISORS, L.L.C.
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CRI WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 3258344
Firm CRD# 165368
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Vince Anthony Berta — LANDMARK FINANCIAL ADVISORS, LLCThomas Arthur Donnelly — LANDMARK FINANCIAL ADVISORS, LLCLewis Brent Mason — LANDMARK FINANCIAL ADVISORS, LLCWilliam H Borders — LANDMARK FINANCIAL ADVISORS, LLCPhillip Anthony Walker — WALKER FINANCIAL SERVICES, INC.
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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