Terry Dean Wheeler

Current Employers

Employment History

• 10/2001 → Present
  Strategic Wealth Legal Advisors, Inc.
  Sacramento, CA
• 06/2011 → 06/2018
  Arque Capital
  Scottsdale, CA
• 05/2015 → Present
  We Alliance Wealth Advisors, Inc.
  Sacramento, CA
• 10/2014 → 03/2018
  Wealth Education Alliance, Inc.
  Sacramento, CA

Previous Registrations

• 2011-07-07 → 2018-11-01
  Arque Capital, Ltd.
  Scottsdale, AZ
  Scottsdale, AZ
  Roseville, CA
  Sacramento, CA
• 2011-02-11 → 2012-07-18
  Commerce Wealth Advisers, Llc
  Sacramento, CA
• 2009-08-07 → 2011-02-11
  Qa3 Financial Llc
  Sacramento, CA
  Omaha, NE
• 2001-02-09 → 2009-08-19
  Transamerica Financial Advisors, Llc
  Sacramento, CA
  Gold River, CA
  Sacramento, CA

Other Businesses

1)TERRY WHEELER, 2601 K STREET, SACRAMENTO CA 95816. NOT INVEST-RELATED. OWNER RENTAL PROPERTIES. APPROX. 1 HRS/WEEK (2)STRATEGIC WEALTH LEGAL ADVISORS, PROFESSIONAL CORP AND STRATEGIC WEALTH ADVISORY GROUP, 2601 K ST, SACRAMENTO, CA, LAW FIRM, 100% OWNER/PRES/CEO/EMPLOYEE/ATTORNEY, START 1996, SPECIALIZE IN ESTATE PLANNING, 150 HRS /MO, 120 HRS/DURING TRADING (3) FIXED INSURANCE BUSINESS (4) REAL ESTATE BROKERAGE (06/2012), 2-10 HOURS SPENT MONTHLY FOR PERSONAL OR IMMEDIATE FAMILY USE ONLY. (5) STRATEGIC WEALTH ADVISORY GROUP CONSULTING SERVICES, LLC-PRESENTLY IN-ACTIVE BUT HOLDS BANK AND INVESTMENT ACCOUNTS. (6) WE ALLIANCE INSURANCE SOLUTIONS, INC DBA WEALTH ALLIANCE INS SOLUTIONS, GENERAL AGENCY WITH FIXED AND OTHER ADVISORS RECRUITED, FIXED INSURANCE, 20 HOURS PER MONTH (7) RIA-WE ALLIANCE WEALTH ADVISORS, INC, FEE BASED AND HOURLY BASED FINANCIAL PLANNING, 10 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-11
• S63 Uniform Securities Agent State Law Examination
  1991-09-12

Designations