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AMANDA WHEELER INVESTMENT & RETIREMENT PLANNING
Building a path for your future02731 State Route 15, Ste. B Bryan, OH 43506419-636-6000
Amanda Wheeler
Amanda Wheeler - Owner/President
Financial Advisor & Investment Advisor Representative
Phone: 419-636-6000
E-mail: awheeler@summitfn.com
Amanda Wheeler is the Owner & President of Amanda Wheeler Investment & Retirement Planning, Ltd.
With over 18 years of experience, Amanda specializes in working with individuals, families and small businesses. Her belief is that everyone should have a financial plan and one of the smartest things you can do for yourself is to start as soon as possible.
After working for Baumgartner Financial Services, Corp. for 5 years, Amanda purchased the business in 2012. Her experience and knowledge is built from several years in the banking and financial services industry. She currently holds the Series 7 General Securities Registration, the State Uniform Securities Representative Series 66; and is a Investment Advisor Representative in Ohio, Indiana, Illinois, Michigan and several other states.
Amanda understands her role as a Financial Advisor is to create a plan that will enable you to pursue your financial goals.
On a personal level, she enjoys spending time outdoors and running, as well as spending time with her family and friends.
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