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Joshua W
Series 63, Series 66
St. Charles, MO
Wheeler Financial Planning LLC
Joshua Wheeler is the principal of Wheeler Financial Planning LLC in St. Charles, MO, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VP Pro, Futaba, AIC, RC America, and Archway Coatings. Outside of advising, Wheeler owns a Smoothie King store where he assists with payroll and management, and he is involved in marketing for Archway Industrial Coatings and AIC as well as product testing and research for RC America. Wheeler Financial Planning provides advisory services to individual clients by directing them to third-party investment advisers, primarily placing assets in mutual funds and fixed-income securities. The firm operates on a non-discretionary basis, using a passive, buy-and-hold investment approach grounded in modern portfolio theory and conducts ongoing due diligence on selected advisers.
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