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Brett Olan Wheeler

Advisor Logistics, LLC

Boerne, TX

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Current Employers
Advisor Logistics, Llc

1415 E Blanco Rd Suite 8, Boerne, TX 78006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-14
  • TX RA
    APPROVED
    Since 2020-02-14

Branch Locations

1415 E Blanco Rd Suite 8, Boerne, TX 78006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakwell Private Wealth Management, Llc (162096) San Antonio TX 03/2012 06/2018
Advisor Logistics, Llc San Antonio TX 03/2018 Present
  • 03/2012 → 06/2018
    Oakwell Private Wealth Management, Llc (162096)
    San Antonio, TX
  • 03/2018 → Present
    Advisor Logistics, Llc
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-04
S63 Uniform Securities Agent State Law Examination 2008-04-28
  • S65 Uniform Investment Adviser Law Examination
    2008-06-04
  • S63 Uniform Securities Agent State Law Examination
    2008-04-28
Designations
Other Names
  • Brett O Wheeler

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Boerne, TX
OSAIC WEALTH, INC. · BOERNE, TX
EDWARD JONES · Boerne, TX
FROST INVESTMENT SERVICES · BOERNE, TX
LPL FINANCIAL LLC · BOERNE, TX
WELLS FARGO CLEARING SERVICES, LLC · BOERNE, TX
EDWARD JONES · BOERNE, TX
PNC WEALTH MANAGEMENT LLC · BOERNE, TX

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