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RIA / WealthAdvisorCertified Financial Planner18 years in industry

BRETT OLAN WHEELER

Advisor at ADVISOR LOGISTICS, LLC

BOERNE, TX

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Search this name across graphsid dfx:ria:430e351f-de85-588a-e334-88c3e11e3380

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISOR LOGISTICS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 28, 2008
First registration: Jun 6, 2008
Dual registered: no
Other names: BRETT O WHEELER
IAPD individual key: 5472903

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISOR LOGISTICS, LLC	Asset manager	Feb 14, 2020	n/a	yes	BOERNE, TX	Current employment
ADVISOR LOGISTICS, LLC	Asset manager	Mar 19, 2018	Dec 31, 2019	no	BOERNE, TX	Previous registration
PRECISION FIDUCIARY PARTNERS, LLC	Institutional manager	Sep 3, 2014	Jun 12, 2015	no	AUSTIN, TX	Previous registration
OAKWELL PRIVATE WEALTH MANAGEMENT	Independent wealth	Apr 26, 2012	Jan 8, 2019	no	AUSTIN, TX\|San Antonio, TX	Previous registration
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Jun 6, 2008	Apr 12, 2012	no	SAN ANTONIO, TX\|SAN MARCOS, CA\|SAN ANTONIO, TX\|Carpinteria, CA\|SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OAKWELL PRIVATE WEALTH MANAGEMENT	PRECISION FIDUCIARY PARTNERS, LLC	Jan 8, 2019	Sep 3, 2014	-1,588	Firm change after gap	Other
PRECISION FIDUCIARY PARTNERS, LLC	ADVISOR LOGISTICS, LLC	Jun 12, 2015	Mar 19, 2018	1,011	Firm change after gap	Other
PLANMEMBER SECURITIES CORPORATION	OAKWELL PRIVATE WEALTH MANAGEMENT	Apr 12, 2012	Apr 26, 2012	14	Firm change	Other

Relationships

Registered with (4)

→ ADVISOR LOGISTICS, LLCRegistered adviserregistration: previous registration
Mar 19, 2018 to Dec 31, 2019factForm ADV
→ OAKWELL PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 26, 2012 to Jan 8, 2019factForm ADV
→ PRECISION FIDUCIARY PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 3, 2014 to Jun 12, 2015factForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 6, 2008 to Apr 12, 2012factForm ADV

Dated events

No dated event names this entity yet.