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.

Current firm

WHEELER RETIREMENT PLANS LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 14, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 14, 2002

First registration

Feb 5, 2003

Dual registered

no

Other names

ANDY HEIMBACH WHEELER|ANDY HEIMBACH WHEELER

IAPD individual key

4554897

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a7791b9-876d-295a-2005-0ed4b6eee92f

First observed

Feb 5, 2003

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.