Michelle Wheeler has been an investment adviser representative at Northeast Planning Associates since April 2015, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Michelle L. Wheeler is a Financial Planner with Northeast Planning Associates, Inc., based in Bedford, NH. She joined the practice of Paul Goyette in 1997, coming from a banking background, and was initially hired in a client support role. She is now an advisor in her own right, working with clients directly.
Michelle Wheeler’s longest registration is the current one, 11 years at LPL Financial LLC since 2015.
- LPL Financial LLCAlso current– present · 11 yearsBedford, NH · Adviser representative · Firm CRD 6413
- – present · 11 yearsBedford, NH · Adviser representative · Firm CRD 131406
Professional designations
Listed by Northeast Planning Associates
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Michelle Wheeler is registered as an investment adviser representative in New Hampshire, since April 2015.
- New HampshireSince 9 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 October 2004 |
| Series 7 | General Securities Representative Examination | 21 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michelle L Wheeler
- CRD
- 4469510
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- financialplanningmatters.com
Where does Michelle Wheeler work?
Michelle Wheeler is an investment adviser representative registered through Northeast Planning Associates, Inc. since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Wheeler a financial advisor?
Yes. Michelle Wheeler has a current investment-adviser registration in New Hampshire, through Northeast Planning Associates since April 2015.
How many years of experience does Michelle Wheeler have?
Michelle Wheeler has 22 years in the financial industry, since June 2004, across 2 adviser firms.
What exams has Michelle Wheeler passed?
Michelle Wheeler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2004. FINRA credited Michelle Wheeler with the SIE, which began in October 2018.
Where is Michelle Wheeler based?
Michelle Wheeler’s registered office is in Bedford, NH.
Is Michelle Wheeler registered with FINRA?
Yes. Michelle Wheeler has a current broker registration, under CRD 4469510.
Source: FINRA BrokerCheck
How can I verify Michelle Wheeler’s record?
Search CRD 4469510 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michelle Wheeler’s full registration record.
