Robert Grundy Wheeler

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Chartered Financial Consultant

Other Names

• Rob Wheeler