Amanda Wheeler

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

2731 State Route 15 Ste B, Bryan, Ohio, ...

Phone Number

(419) 636-6000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Amanda Wheeler

Amanda Wheeler Investment & Retirement Planning, Ltd. specializes in personalized investment plans and retirement planning for individual clients, particularly union workers and women in transition. The company is dedicated to helping clients achieve financial freedom by guiding them through the complexities of wealth creation, asset protection, and retirement planning. They also focus on supporting NextGen investors in building a work-optional lifestyle. With a commitment to long-term relationships, Amanda Wheeler aims to be a trusted lifetime advisor for her clients.Explore more
Amanda Wheeler's Social MediaPopular SearchesAmanda WheelerAmanda Wheeler Investment & Retirement PlanningAmanda Wheeler Investment & Retirement Planning Lt...Amanda J WheelerAmanda Wheeler - Amanda Wheeler Investment & Retir...SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Amanda Wheeler

<$5M
11-50
Private
-
-
N/A
$6.7M
11-50
Private
-
2009
LY
Lisa YoestFinancial Advisor
<$5M
1-10
Private
-
2010
AS
Ariel SteinbeckerDirector, Operations
<$5M
1-10
Private
-
2002
TM
Timothy MogfordSenior Manager, Wealth & Insurance Specialist
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2005
CB
Chrissie BurnsClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Amanda Wheeler is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Amanda Wheeler is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Amanda Wheeler.

Amanda Wheeler Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Amanda Wheeler

What is Amanda Wheeler's official website?
Amanda Wheeler's official website is www.awheelerinvestments.com
What is Amanda Wheeler's Revenue?
Amanda Wheeler's revenue is <$5 Million
What is Amanda Wheeler's SIC code?
Amanda Wheeler's SIC: 62,628
What is Amanda Wheeler's NAICS code?
Amanda Wheeler's NAICS: 52,523
How many employees does Amanda Wheeler have?
Amanda Wheeler has 11-50 employees
What industry does Amanda Wheeler belong to?
Amanda Wheeler is in the industry of: Finance, Securities Trading
What is Amanda Wheeler competition?
Amanda Wheeler top competitors include: PHP Capital, UnionAdvantage Financial, JBG Wealth Management, Baker & Yoest Investment Advisers
What technology does Amanda Wheeler use?
Some of the popular technologies that Amanda Wheeler uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact Amanda Wheeler?
Amanda Wheeler contact info: Phone number: (419) 636-6000 Website: www.awheelerinvestments.com
What does Amanda Wheeler do?

Amanda Wheeler Investment & Retirement Planning, Ltd. specializes in personalized investment plans and retirement planning for individual clients, particularly union workers and women in transition. The company is dedicated to helping clients achieve financial freedom by guiding them through the complexities of wealth creation, asset protection, an... d retirement planning. They also focus on supporting NextGen investors in building a work-optional lifestyle. With a commitment to long-term relationships, Amanda Wheeler aims to be a trusted lifetime advisor for her clients.Read More

What are Amanda Wheeler social media links?
Amanda Wheeler Linkedin page
Is Amanda Wheeler a public company?
Amanda Wheeler is private company therefore does not currently have an official ticker symbol
See more information about Amanda Wheeler

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