Adam Michael Wheeler

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-01-24
TX	RA	APPROVED	2025-01-24

MO RA
APPROVED

Since 2025-01-24
TX RA
APPROVED

Since 2025-01-24

Branch Locations

401 Locust Street Suite 204, Columbia, MO 65201 • 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

Organization	City	State	From	To
Lincoln Financial Advisors	Columbia	MO	01/2007	01/2025
Osaic Wealth, Inc.	Columbia	MO	01/2025	Present

01/2007 → 01/2025

Lincoln Financial Advisors

Columbia, MO
01/2025 → Present

Osaic Wealth, Inc.

Columbia, MO

Previous Registrations

2008-08-20 → 2025-01-24

Osaic Fa, Inc.

Columbia, MO

Clayton, MO

Other Businesses

MIKE WHEELER POSITION: Agent NATURE: Insurance brokerage including life, health, DI and LTC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2007 ADDRESS: 401 Locust Street, Suite 204, Columbia MO 65201, United States DESCRIPTION: Sell fixed insurance products, health insurance, long term care insurance, etc. through various brokerage/insurance firms

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-08-11
S63	Uniform Securities Agent State Law Examination	2007-06-29

S65 Uniform Investment Adviser Law Examination

2008-08-11
S63 Uniform Securities Agent State Law Examination

2007-06-29

Designations

Other Names

Mike Wheeler

View on SEC IAPD