Amanda Jo Wheeler

Current Employers

Employment History

• 01/2012 → Present
  Baumgartner Financial Services, Ltd
  Bryan, OH
• 05/2009 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 06/2011 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Bryan, OH
• 09/2016 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2020 → Present
  Amanda Wheeler Investment And Retirement Planning Ltd
  Bryan, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-09-01 → 2021-05-20
  Summit Financial Group Inc
  Bryan, OH
  Bryan, OH
• 2011-07-01 → 2016-09-01
  Vsr Financial Services, Inc.
  Bryan, OH
  Overland Park, KS

Other Businesses

(1) NAME OF OTHER BUSINESS: BAUMGARTNER FINANCIAL SERVICES, LTD.; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT/FINANCIAL ADVISOR/OWNER APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES ; (2) NAME OF OTHER BUSINESS: AMANDA WHEELER INVESTMENT & RETIREMENT PLANNING, LTD. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2011-06-28

Other Names

• Amanda Jo Gearhart
• Amanda Jo Gearhart