Investment adviser representative · Commonwealth Financial Network

Andrew H. Wheeler

CRD 4554897 · Duluth, MN

At a glance

Andrew H. Wheeler is an investment adviser representative with Commonwealth Financial Network in Duluth, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner.

Current advisory firms

Commonwealth Financial NetworkSince November 2013Duluth, MN · $213B in regulatory assets
Wheeler Retirement Plans LLCSince August 2025Duluth, MN · $618M in regulatory assets

SEC adviser record

Registered since: 2003 (23 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Andrew’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 2 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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