Lafe Jeff Wheeler

Current Employers

Employment History

• 01/1995 → Present
  Wheeler Financial Services Pllc
  Lexington, KY
• 08/2006 → 09/2020
  Avantax Investment Services, Inc.
  Lexington, KY
• 01/2007 → 09/2020
  Avantax Advisory Services
  Lexington, KY
• 09/2007 → Present
  Wheeler Financial Solutions Pllc
  Nicholasville, KY
• 09/2017 → 09/2020
  Avantax Insurance Agency, Llc
  Lexington, KY
• 09/2020 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2007-01-08 → 2020-09-09
  Avantax Advisory Services
  Lexington, KY

Other Businesses

1. Fixed insurance sales; as of 09/01/2020; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Wheeler Financial Solutions, PLLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 09/01/2020; less than 1% time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation, accounting, payroll and bill pay, Wheeler Financial Services; as of 09/01/2020; 50% Time spent during business hours; Conducted at branch; Not investment related. 4. Co-owner, Wheeler Property Management, LLC; an entity created for the purpose of buying & managing real estate in Lexington, KY; as of 8/7/2020; 0% time spent during business hours; Not conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-09

Other Names

• Pete Wheeler
• Lafe J Wheeler