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Robert Grundy Wheeler

Gradient Advisors, LLC

Arden Hills, MN

Tulsa, OK

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-06-29
  • OK RA
    APPROVED
    Since 2026-06-29

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

5218 E 69Th Place, Tulsa, OK 74136 • 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
The Robert G. Wheeler Agency Tulsa OK 01/1982 06/2023
The Robert G. Wheeler Capital Management Company, Inc. Tulsa OK 08/2007 12/2024
Foundation For Family Hope United Rescue Youth And Financial Li Tulsa OK 06/2011 Present
Worldventures Tulsa OK 04/2011 12/2016
Wheeler & Ozment, Inc. Tulsa OK 01/2016 12/2018
Wheeler Consulting Tulsa OK 06/2023 Present
Gradient Advisors, Llc Arden Hills MN 03/2026 Present
  • 01/1982 → 06/2023
    The Robert G. Wheeler Agency
    Tulsa, OK
  • 08/2007 → 12/2024
    The Robert G. Wheeler Capital Management Company, Inc.
    Tulsa, OK
  • 06/2011 → Present
    Foundation For Family Hope United Rescue Youth And Financial Li
    Tulsa, OK
  • 04/2011 → 12/2016
    Worldventures
    Tulsa, OK
  • 01/2016 → 12/2018
    Wheeler & Ozment, Inc.
    Tulsa, OK
  • 06/2023 → Present
    Wheeler Consulting
    Tulsa, OK
  • 03/2026 → Present
    Gradient Advisors, Llc
    Arden Hills, MN
Previous Registrations
  • 2007-11-05 → 2023-09-21
    The Robert G. Wheeler Capital Management Company, Inc.
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
Other Businesses

1. Pre-Planning Wealth Advisors, LLC dba for Gradient Advisors, LLC | Investment Related | 5218 E 69th Place, Tulsa, OK 74136 | Advisory | Financial Advisor | Investment Advisor Representative | 03/2026 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Wheeler Consulting | Investment Related| 5218 E 69th Pl, Tulsa, OK 74136 | Insurance| President| Agent| 01/1981 | 80hrs/mo | 80hrs/mo during trading | Insurance Services 3. The Foundation for Family Hope, United Rescue, Youth Sports and Financial Literacy, Inc. |Not Investment Related | Tulsa OK | Charitable Organization | President | Board Member | 01/2010 | 10/hrs/mo outside of trading | Non-Profit Community Support Group

Designations
Other Names
  • Rob Wheeler

View on SEC IAPD

Other Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT WATERS FINANCIAL
OSAIC INSTITUTIONS, INC.
GRADIENT WEALTH MANAGEMENT

Other Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER
MACLAY MARTIN SWANSON
BETH ELLEN WILLS
JENNIFER MELISSA RAY
MARK JOSEPH SOBIECH
MATTHEW DOUGLAS BREWERS

Other Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ARDEN HILLS, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Arden Hills, MN
GREAT WATERS FINANCIAL · SHOREVIEW, MN
OSAIC INSTITUTIONS, INC. · Shoreview, MN
GRADIENT WEALTH MANAGEMENT · ARDEN HILLS, MN

More in Arden Hills, MN

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