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Inactive

John Thomas Wheeler

Creative Planning

Indianapolis, IN

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
IN RA APPROVED 2021-06-24
  • TX RA
    APPROVED
    Since 2023-08-29
  • IN RA
    APPROVED
    Since 2021-06-24

Branch Locations

9820 Westpoint Drive Suite 100, Indianapolis, IN 46256 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Castle Investment Advisory, Llc Indianapolis IN 01/2013 06/2021
Creative Planning, Llc Indianapolis IN 06/2021 Present
  • 01/2013 → 06/2021
    Castle Investment Advisory, Llc
    Indianapolis, IN
  • 06/2021 → Present
    Creative Planning, Llc
    Indianapolis, IN
Previous Registrations
  • 2013-01-07 → 2021-06-21
    Castle Investment Advisory, Llc
    Indianapolis, IN
  • 2011-08-09 → 2013-01-02
    Sanctuary Securities, Inc.
    Indianapolis, IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-08
  • S66 Uniform Combined State Law Examination
    2011-08-08
Designations

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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BEAU MCCOY BARRETT
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DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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