Shawn Wheeler has been an investment adviser representative at Legacy Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
- – present · 1 yearBoise, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Shawn Wheeler is registered as an investment adviser representative in Idaho, since February 2025.
- IdahoSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shawn Edward Wheeler
- CRD
- 7993931
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 13965 W. CHINDEN BLVD., SUITE 100, Boise, ID 83713
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Shawn Wheeler work?
Shawn Wheeler is an investment adviser representative registered through Legacy Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Shawn Wheeler a financial advisor?
Yes. Shawn Wheeler has a current investment-adviser registration in Idaho, through Legacy Wealth Management since February 2025.
How many years of experience does Shawn Wheeler have?
Shawn Wheeler has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Shawn Wheeler passed?
Shawn Wheeler passed the Series 65 in February 2025.
Where is Shawn Wheeler based?
Shawn Wheeler’s registered office is in Boise, ID.
Is Shawn Wheeler registered with FINRA?
No. Shawn Wheeler has no current broker registration.
How can I verify Shawn Wheeler’s record?
Search CRD 7993931 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Wheeler’s full registration record.
