Ryan D Coole

Current Employers

Employment History

• 02/2007 → Present
  Wheeler Associates
  Duluth, MN
• 05/2011 → 12/2021
  Commonwealth Financial Network
  San Diego, CA
• 01/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 09/2023 → Present
  Wheeler Retirement Plans Llc
  Duluth, MN

Other Businesses

1. Trustee for company retirement plan, Wheeler Financial Services, 401K; Investment Related; conducted at branch location. 2. Part Owner, Treasurer, and Chief Financial Officer, Wheeler Financial Services, Inc. doing business as Wheeler Associates, a private entity established to facilitate securities, advisory, and insurance business; As of 07/01/2018; Approximately 95% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-owner, PAR, LLC a Private Entity established to facilitate Securities and advisory Business; Located at Duluth, MN as of 11/07/2018; Approximately 15% time spent during securities trading hours per month; Conducted at branch location; Investment related. 4. Co-Owner, BE Coole, LLC doing business as 'Northern Elite Training Program', a private entity est. to manage a gym and facilitate training program(s); As of 08/01/20; 0% time spent during business hours; Not conducted at branch; Not investment related. 5. Northern Elite Hockey, non-investment related, Duluth, MN, Fall Tier 1 Hockey Team, Owner, General Mgr., 5/23/2022, 5 hrs. per mo., 0 during trading hours, Assembling and rostering a girls hockey team. 6. USA Hockey, non-investment related, online clinic for coaches, Coach Developer, Teacher, 2 hrs. per mo., 0 during trading hours., teaching coaches.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-12