Samuel
Wheeler
Intelligence Driven Advisers, LLC
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About this Advisor
Samuel Wheeler is a financial advisor based in Carlsbad, California, working with Intelligence Driven Advisers, LLC. Samuel has previously held positions at Lincoln Financial Advisors Corporation, Exton Kings Ice Hockey, Newport Beach Country Club, Capstone Partners Financial And Insurance Services, LLC, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, and Intelligence Driven Advisers LLC. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Samuel is part of Intelligence Driven Advisers, LLC, which operates out of Carlsbad, California. The firm has 3 offices and 18 employees. The firm manages assets totaling $977.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Intelligence Driven Advisers, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intelligence Driven Advisers, LLC Brokerage Details
$977,894,615
18
1,002
$975,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Samuel Wheeler Work History
Intelligence Driven Advisers LLC
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Capstone Partners Financial And Insurance Services, LLC
Newport Beach Country Club
Exton Kings Ice Hockey
Lincoln Financial Advisors Corporation
Disclosures
Please visit the SEC profile of Samuel Wheeler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intelligence Driven Advisers, LLC
Fort Worth, TX
Fort Worth, TX
Carlsbad, CA
Carlsbad, CA
Scottsdale, AZ
Carlsbad, CA
Scottsdale, AZ
Carlsbad, CA
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