Daniel Wheeler

Daniel Wheeler: Email & Phone Number

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Investment Advisor Representative at LoneStar Wealth Management|Wilson, Texas, United States

Position:

Investment Advisor Representative at LoneStar Wealth Management

Location:

Wilson, Texas, United States

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Last updated: 2026-06-23
Updated: 2026-06-23

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Work Experience 3 years

Investment Advisor Representative at LoneStar Wealth Management

Feb 2025 - Current

Assurance Staff at JRBT

Jan 2024 - Dec 2024

Summer Intern at LoneStar Wealth Management

May 2023 - Aug 2023

Daniel Wheeler started working in 2023, then the employee has changed 1 company and 2 jobs. On average, Daniel Wheeler works for one company for 10 months.

Their professional focus is Bank Reconciliation, Fixed Assets, and General Ledgers across 3 core areas.

Daniel holds Series 65 - Uniform Investment Advisor Law Exam and Life and Health Insurance License certifications.

Education

Bachelor of Business Administration - BBA at Abilene Christian University

High School Diploma at Trinity Christian High School

Skills

General Ledgers, Fixed Assets, Bank Reconciliation

Daniel Wheeler Namesakes

Name
Company
Position
Daniel Wheeler
Axxeum, Inc.
Aircraft Mechanic
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