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Lafe W
Series 66
Lexington, KY
Commonwealth Financial Network
Lafe Wheeler Jr. is a financial advisor with Commonwealth Financial Network in Lexington, KY, holding a Series 66 designation and over 20 years of industry experience. He has been with Commonwealth since 2020 and has prior experience at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advisory work, he spends significant time on tax preparation, accounting, payroll, and bill pay services through Wheeler Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs and access to third-party asset managers, serving individual and institutional clients.
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