What departments does Wheeler Financial Solutions have?

Wheeler Financial Solutions has employees across 1 departments including Administrative.

What is the largest department at Wheeler Financial Solutions?

The largest department at Wheeler Financial Solutions is Administrative with 1 employees.

Where are Wheeler Financial Solutions employees located globally?

Wheeler Financial Solutions has employees across 2 continents and 2 countries including United States Of America, New Zealand.

How has Wheeler Financial Solutions's team size changed over time?

Wheeler Financial Solutions's team has grown from approximately 11 to 14 employees based on available data.

Wheeler Financial Solutions Employee Directory

Investment ManagementKentucky, United States11-50 Employees

Wheeler Financial Solutions is an investment management firm based in Lexington, Kentucky. It serves individuals and businesses by helping them identify and evaluate financial goals, craft a strategy tailored to their circumstances, and monitor and revise that plan as life events or business needs evolve. The firm emphasizes relationships founded on trust, transparency, integrity, and commitment to provide a reliable client experience.

Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while fixed insurance products and services are provided through CES Insurance Agency or Wheeler Financial Solutions. The company states its communications are intended for residents of Alabama, California, Kentucky, South Carolina, Texas, and West Virginia, reflecting its regulatory and registration considerations. Based in Lexington, it operates as a small to mid-sized firm within the investment management industry, serving individuals and businesses with a comprehensive range of financial planning services.

Wheeler Financial Solutions Global Highlights

North America
15

United States Of America
15

Oceania
1

New Zealand
1

Wheeler Financial Solutions's Leadership

A. C.
Office Manager
Mobile Phone
Email

Wheeler Financial Solutions Employee Metrics

100%

50%

0%

2026

2025

Accounting
Banking
Business
Community & Social Services
Administrative
Other

Contact profiles from Wheeler Financial Solutions

Name

Title

Contact Info

Location

Last Update

A. C.
Office Manager
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Wheeler Financial Solutions known for?

Wheeler Financial Solutions was founded in 2006 operates in the Investment Management industry; 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 July 2026. These team members are located across 2 continents, including North AmericaOceania.

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

As of July 2026, Wheeler Financial Solutions's key employees include:

Office Manager: A. C.

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Wheeler Financial Solutions Employee Directory

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