Wheeler Financial Solutions Employee Directory

Q: What is Wheeler Financial Solutions known for?

Wheeler Financial Solutions was founded in 2006. Wheeler Financial Solutions operates in the Investment Management industry.

Q: How many employees does Wheeler Financial Solutions have currently?

Wheeler Financial Solutions has approximately 12 employees.

Investment ManagementUnited States11-50 Employees

At Wheeler Financial Solutions we are committed to helping individuals and businesses identify and evaluate their financial goals, develop a strategy that is right for them, and monitor and revise that strategy as individuals endure life changes and businesses mature and evolve. Dedicated to creating an exceptional customer experience, we believe in maintaining relationships with our clients based on trust, transparency, integrity, and commitment.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Wheeler Financial Solutions, 535 Wellington Way, Suite 240, Lexington, KY 40503, (859)219-2400. This communication is strictly intended for individuals residing in the states of AL, CA, KY, SC, TX, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Find Wheeler Financial Solutions employees' phone numbers or email addresses

Wheeler Financial Solutions Global Highlights

North America
12

United States Of America
12

Oceania
1

New Zealand
1

Wheeler Financial Solutions's Leadership

P. W.
President, Owner
Mobile Phone
Email
B. W.
Owner And Certified Financial Planner
Mobile Phone
Email
A. C.
Office Manager
Mobile Phone
Email
Z. W.
Wealth Management Assistant
Mobile Phone
Email
K. R.
Accounting Supervisor
Mobile Phone
Email
K. J.
Accounting Associate
Mobile Phone
Email
K. R.
Accounting Supervisor
Mobile Phone
Email

Contact profiles from Wheeler Financial Solutions

Name

Title

Contact Info

Location

Last Update

P. W.
President, Owner
Mobile Phone
Email
United StatesKentucky
Oct 25, 2025
B. W.
Owner And Certified Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Sep 20, 2024
A. C.
Office Manager
Mobile Phone
Email
Oct 16, 2024
Z. W.
Wealth Management Assistant
Mobile Phone
Email
United StatesKentucky
Nov 16, 2025
K. R.
Accounting Supervisor
Mobile Phone
Email
United StatesKentucky
Nov 16, 2025
K. J.
Accounting Associate
Mobile Phone
Email
United StatesKentucky
Nov 16, 2025
K. R.
Accounting Supervisor
Mobile Phone
Email
United StatesKentucky
Oct 25, 2025

Frequently Asked Questions

What is Wheeler Financial Solutions known for?

Wheeler Financial Solutions was founded in 2006 operates in the Investment Management industry. The company's main headquarters is located in 535 Wellington Way, Suite 240 Lexington, KY 40503, US; you can contact the main corporate office by phone at

+1-859-219-****

. Explore Wheeler Financial Solutions's company overview page for more information.

What is Wheeler Financial Solutions's most common email format?

Wheeler Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wheeler Financial Solutions email formats with LeadIQ.

How many employees does Wheeler Financial Solutions have currently?

Wheeler Financial Solutions has approximately 12 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Wheeler Financial Solutions's key employees and leadership?

As of December 2025, Wheeler Financial Solutions's key employees include:

President, Owner: P. W.
Owner And Certified Financial Planner: B. W.
Office Manager: A. C.
Wealth Management Assistant: Z. W.
Accounting Supervisor: K. R.

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