Profile
Mr. Benjamin J.
Wheeler is a Founding Principal at Schwarz Dygos Wheeler Investment Advisors LLC.
He has over 15 years of experience working as an investment advisor with a diversity of clients ranging from high net worth families to top executives to small business owners.
Mr. Wheeler was previously employed as a Financial Advisor by Ameriprise Financial Services, Inc.
He received his undergraduate degree from St. Cloud State University.
Ben Wheeler active positions
| Companies | Position | Start |
|---|---|---|
Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance SDW’s investment advice is tailored to meet their clients’ needs and investment objectives. The firm mainly uses equity securities, exchange traded funds, mutual funds, corporate securities, municipal securities and US government securities in its portfolio management programs. They may also advise client to invest in various investment related limited partnerships. | Founder | 01/01/2008 |
Former positions of Ben Wheeler
| Companies | Position | End |
|---|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/07/2008 |
Training of Ben Wheeler
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Executives
Linked companies
| Private companies | 3 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
St. Cloud State University
St. Cloud State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance SDW’s investment advice is tailored to meet their clients’ needs and investment objectives. The firm mainly uses equity securities, exchange traded funds, mutual funds, corporate securities, municipal securities and US government securities in its portfolio management programs. They may also advise client to invest in various investment related limited partnerships. | Finance |
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