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Joshua David Wheeler

Wheeler Financial Planning LLC

St. Charles, MO

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Current Employers
Wheeler Financial Planning Llc

90 Mb Corporate Park Ct, St. Charles, MO 63301 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2015-11-24
TX RA APPROVED_RES 2015-10-28
  • MO RA
    APPROVED
    Since 2015-11-24
  • TX RA
    APPROVED_RES
    Since 2015-10-28

Branch Locations

90 Mb Corporate Park Ct, St. Charles, MO 63301 • 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
Rc America Dallas TX 12/2002 Present
Archway Coatings St. Charles MO 05/2001 Present
Aic St Charles MO 05/2005 Present
Futaba Champaign MO 01/2009 01/2018
Vp Pro Fort Meyers FL 03/2011 01/2018
Wheeler Financial Planning Llc St. Charles MO 10/2015 Present
  • 12/2002 → Present
    Rc America
    Dallas, TX
  • 05/2001 → Present
    Archway Coatings
    St. Charles, MO
  • 05/2005 → Present
    Aic
    St Charles, MO
  • 01/2009 → 01/2018
    Futaba
    Champaign, MO
  • 03/2011 → 01/2018
    Vp Pro
    Fort Meyers, FL
  • 10/2015 → Present
    St. Charles, MO
Previous Registrations
  • 2013-01-02 → 2015-10-01
    Signature Investments, Inc.
    Dayton, OH
    O'FAllen, MO
    Dayton, OH
  • 2011-01-14 → 2011-05-10
    Diehl Wealth Management Group, Llc
    Chesterfield, MO
Other Businesses

Joshua David Wheeler is involved in marketing for Archway industrial Coatings and AIC. Joshua David Wheeler is involved in product testing, research and development for remote controlled cars for a RC America. Name of outside business: Smoothie King; Is the advisory affiliate principal control person: Yes; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location of the business: 7421 S Lindbergh Blvd St. Louis, MO 63125; Description of the business: Smoothie King store that sells smoothies. Position Title: Owner; Responsibilities Duties: Help Manager when needed with payroll and general management guidance.Start date with business: 2019-06-19; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 20.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-01
S63 Uniform Securities Agent State Law Examination 2008-06-02
  • S66 Uniform Combined State Law Examination
    2010-12-01
  • S63 Uniform Securities Agent State Law Examination
    2008-06-02
Other Names
  • Joshua David Wheeler

View on SEC IAPD

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