Best Investors Account Sign in
Inactive

Garrett Bohler

Wheelhouse Advisory Group, LLC

St. Louis, MO

Claim This Profile
Current Employers
Wheelhouse Advisory Group, Llc

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-22
MO RA APPROVED 2023-10-24
  • IL RA
    APPROVED
    Since 2024-10-22
  • MO RA
    APPROVED
    Since 2023-10-24

Branch Locations

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • 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
Td Ameritrade St. Louis MO 08/2021 12/2022
Farmers & Merchants Bank St. Clair MO 04/2021 08/2021
Enterprise Bank & Trust Hillsboro MO 03/2020 04/2021
Stange Law Firm Clayton MO 02/2020 03/2020
Farm And Home Supply High Ridge MO 10/2015 02/2020
Grade School Hillsboro MO 08/2005 05/2017
Commerce Brokerage Services Inc St Louis MO 12/2022 04/2023
Stifel, Nicolaus & Company, Incorporated Saint Louis MO 04/2023 10/2023
Wheelhouse Advisory Group Llc St. Louis MO 10/2023 Present
  • 08/2021 → 12/2022
    Td Ameritrade
    St. Louis, MO
  • 04/2021 → 08/2021
    Farmers & Merchants Bank
    St. Clair, MO
  • 03/2020 → 04/2021
    Enterprise Bank & Trust
    Hillsboro, MO
  • 02/2020 → 03/2020
    Stange Law Firm
    Clayton, MO
  • 10/2015 → 02/2020
    Farm And Home Supply
    High Ridge, MO
  • 08/2005 → 05/2017
    Grade School
    Hillsboro, MO
  • 12/2022 → 04/2023
    Commerce Brokerage Services Inc
    St Louis, MO
  • 04/2023 → 10/2023
    Stifel, Nicolaus & Company, Incorporated
    Saint Louis, MO
  • 10/2023 → Present
    Wheelhouse Advisory Group Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2021-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2021-12-21
Other Names
  • Garrett Eugene Bohler

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor