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Inactive

Shawn Edward Wheeler

Legacy Wealth Management, LLC

Boise, ID

CRD 7993931

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Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-02-28
  • ID RA
    APPROVED
    Since 2025-02-28

Branch Locations

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • 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
Legacy Wealth Management, Llc Boise ID 07/2024 Present
Upson Company Caldwell ID 06/2023 08/2024
Idahome Solar Boise ID 04/2023 08/2023
Unemployed Meridian ID 02/2023 04/2023
Shadeworks Inc. Boise ID 06/2022 02/2023
Alpha Roofing Boise ID 07/2021 06/2022
Jimmy Johns Meridian ID 09/2020 10/2021
Unemployed Meridian ID 10/2018 09/2020
Mcdonald's Meridian ID 02/2017 10/2018
Unemployed Meridian ID 08/2003 02/2017
  • 07/2024 → Present
    Legacy Wealth Management, Llc
    Boise, ID
  • 06/2023 → 08/2024
    Upson Company
    Caldwell, ID
  • 04/2023 → 08/2023
    Idahome Solar
    Boise, ID
  • 02/2023 → 04/2023
    Unemployed
    Meridian, ID
  • 06/2022 → 02/2023
    Shadeworks Inc.
    Boise, ID
  • 07/2021 → 06/2022
    Alpha Roofing
    Boise, ID
  • 09/2020 → 10/2021
    Jimmy Johns
    Meridian, ID
  • 10/2018 → 09/2020
    Unemployed
    Meridian, ID
  • 02/2017 → 10/2018
    Mcdonald's
    Meridian, ID
  • 08/2003 → 02/2017
    Unemployed
    Meridian, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-27

View on SEC IAPD

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