Andrew Heimbach Wheeler

Current Employers

Employment History

• 01/2008 → 12/2021
  Commonwealth Financial Network
  Waltham, MA
• 01/2008 → Present
  Wheeler Associates
  Duluth, MN
• 01/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 08/2025 → Present
  Wheeler Retirement Plans Llc
  Duluth, MN

Previous Registrations

• 2005-01-01 → 2005-06-06
  Allspring Funds Management, Llc
  Menomonee Falls, WI
• 2003-02-05 → 2005-01-01
  Strong Capital Management Inc
  Menomonee Falls, WI

Other Businesses

1. Fixed Insurance Sales, as an Agent, under the name Wheeler Associates; Conducted at branch location; Investment related. 2. Partner, Wheeler Financial Services, Inc. doing business as Wheeler Associates, a private entity established to facilitate securities business; Conducted at branch location; Investment related. 3. Co-Owner, CAD Properties, LLC, a private entity established as a real estate holding company; Property located in Tucson, AZ; Approximately 0-1 hours spent during securities trading hours per week; Not conducted at branch location; Investment related. 4. Co-owner, PAR Financial, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 9/28/2018; 25% time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Encampment, LLC, created for the purpose of making private investments; as of 01/01/2009; located in Duluth, MN; 1% time spent during business hours; not located at branch; investment related. 6. Co-owner, Lambal Properties, LLC, an entity created for the purpose of buying and managing residential real estate at 6932 N. Pusch Peak Pl. Tucson, AZ 85715, as of 5/15/2021; 1% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-30
• S63 Uniform Securities Agent State Law Examination
  2002-08-14

Designations

Other Names

• Andy Heimbach Wheeler
• Andy Heimbach Wheeler