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Lanita Lynn Wheetley

Advisor at Aurelius Family Office, LLC — Jonesboro, AR

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Jonesboro, AR

Aurelius Family Office, LLC logo

Aurelius Family Office, LLC

Team

Total advisors

5

Across 6 offices

Clients per advisor

33 Low

Avg AUM per client

$1,845,207 High

HNW client ratio

51% High

About

Lanita Wheetley is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has previous experience at firms including Morgan Stanley, Cogent Private Wealth, and LPL Financial LLC. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ objectives and risk tolerance using various investment techniques and offers fiduciary services, estate-planning facilitation, and model allocation for qualified plans.

Client services

Based on Aurelius Family Office, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Aurelius Family Office, LLC

Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Aurelius Family Office, LLC

Executive Founder/Business Owner Self-Employed

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Fee options

Fixed

Fixed fees for standalone financial planning and consulting services from $2,000 to $10,000; $2,500 fixed fee for estate planning documents through ARAG Services

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.50%

Other

Account minimum: $800,000 Minimum fee: Minimum quarterly fee of $2,500, which implies an $800,000 minimum at the highest fee tier Fee-only: Fixed fees generally range from $2,000 to $10,000 for standalone financial planning and consulting services

Location

See office

Jonesboro, AR

Jonesboro AR

Advisors at this office

1

Most active in

Arkansas

Work history

10 years of industry experience

Aurelius Family Office

2026 - Present • 1 year

Jonesboro, AR

Cogent Private Wealth

2024 - 2026 • 2 years

Orlando, FL

LPL Financial LLC

2024 - 2024 • 1 year

Altamonte Springs, FL

Synergy Investment Management LLC

2024 - 2024 • 1 year

Altamonte Springs, FL

Unemployed

2024 - 2024 • 1 year

Orlando, FL

MassMutual Life Insurance Co

2024 - 2024 • 1 year

Orlando, FL

Looking for work

2023 - 2024 • 1 year

Orlando, FL

Morgan Stanley

2020 - 2023 • 3 years

Tulsa, OK

Morgan Stanley

2019 - 2020 • 1 year

Tulsa, OK

Bankers Life Securities, Inc.

2019 - 2019 • 1 year

Little Rock, AR

Bankers Life and Casualty

2018 - 2019 • 1 year

Little Rock, AR

Bank of America, N.A.

2015 - 2018 • 3 years

Little Rock, AR

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2015 - 2018 • 3 years

Little Rock, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby II is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Retirement income strategy Income planning General retirement planning Medicare planning Approaching retirement
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Lisa M

Series 66

Jonesboro, AR

Benjamin F. Edwards Wealth Management, LLC

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Wealth management
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Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John G

Series 63, Series 66

Jonesboro, AR

Stephens

John Gay is a financial advisor at Stephens with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stephens since 2008. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member of First National Bank in Paragould, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients using a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Heather V

Series 66

Jonesboro, AR

Stephens

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Bank of America, Merrill, and Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar

John G

Series 66

Jonesboro, AR

Stephens

John Gay Jr. is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit focused on cemetery maintenance. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across various advisory and wrap programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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