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Brett Olan Wheeler

ADVISOR LOGISTICS, LLC·BOERNE, Texas
Clean recordADVISOR LOGISTICS, LLC
1415 E BLANCO RD, BOERNE, TX 78006CRD# 5472903Firm CRD# 292784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Olan Wheeler · BOERNE, TX
Registration
CRD #5472903 · ADVISOR LOGISTICS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Olan Wheeler is a registered financial advisor based in BOERNE, Texas, affiliated with ADVISOR LOGISTICS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ADVISOR LOGISTICS, LLC
ADVISOR LOGISTICS, LLC
AUM
$3.2B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ADVISOR LOGISTICS, LLC →
Services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5472903
Firm CRD# 292784
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Olan Wheeler offer?
Brett Olan Wheeler is a registered financial advisor in BOERNE, Texas. Contact their office for details on services offered.
What are Brett Olan Wheeler's credentials?
Brett Olan Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Olan Wheeler located?
Brett Olan Wheeler is based in BOERNE, Texas, working with ADVISOR LOGISTICS, LLC. Their office serves clients in the BOERNE metropolitan area and surrounding communities.
How does Brett Olan Wheeler charge for services?
Brett Olan Wheeler'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 ADVISOR LOGISTICS, LLC?
ADVISOR LOGISTICS, LLC has approximately 4 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SAN ANTONIO, TX

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Research
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