Wheeler Financial Solutions Email Formats

Investment Management • Lexington, Kentucky, United States • 11-20 Employees

Wheeler Financial Solutions Email Formats

Wheeler Financial Solutions uses 2 email formats. The most common is {first initial} (e.g., j@wheelerfinancial.net), used 83.3% of the time.

Format	Example	Percentage
{first initial}	j@wheelerfinancial.net	83.3%
{first name}	john@wheelerfinancial.net	16.7%

Key Contact at Wheeler Financial Solutions

Pete Wheeler

President, Owner

Company overview

Headquarters	535 Wellington Way, Suite 240, Lexington, KY 40503, US
Phone number	+18592192400
Website	wheelerfinancial.net
NAICS	5231
Keywords	Financial Services, Education Planning, Retirement Planning, Business Planning, Accounting Services, Investment Adviser, Legacy & Estate Planning, Outsourced Cfo Services
Founded	2006
Employees	11-20
Socials

About Wheeler Financial Solutions

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Wheeler Financial Solutions has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Wheeler Financial Solutions has never raised funding before.

Wheeler Financial Solutions Tech Stack

Discover the technologies and tools that power Wheeler Financial Solutions's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Wheeler Financial Solutions is located in Lexington, Kentucky, US.

You can reach Wheeler Financial Solutions at +18592192400.

Wheeler Financial Solutions was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Wheeler Financial Solutions has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wheeler Financial Solutions

Pete Wheeler

President, Owner

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