Amanda Wheeler

 
 
 
Amanda Wheeler - Owner/President
Financial Advisor & Investment Advisor Representative
 
Phone: 419-636-6000
 
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.