Suzanne C. Wheeler

Co-Founder & Chief Compliance Officer at Mariner Wealth Advisors-Oklahoma LLC

Suzanne C. Wheeler

Suzanne C. Wheeler

Co-Founder & Chief Compliance Officer at Mariner Wealth Advisors-Oklahoma LLC

Biography

Suzanne Wheeler is a senior vice president of Mariner Wealth Advisors. She has more than two decades of experience in the financial industry and specializes in high-net-worth individuals and families. Suzanne works with individuals to develop goals, and she creates plans that use a range of strategies to meet them. Suzanne is a part of the Leadership Council for Mariner Wealth Advisors - Tulsa.

Previously, Suzanne was a co-founder of Adams Hall Wealth Advisors. Adams Hall partnered with Mariner Wealth Advisors in 2012. Prior to co-founding Adams Hall, Suzanne worked for a local accounting firm.

Suzanne has a bachelor’s degree in finance, with an emphasis in financial planning, from Northeastern State University. She is an Accredited Investment Fiduciary ® designee, a CERTIFIED FINANCIAL PLANNER ™ professional and has passed the Series 63 and 65 exams. She is a member of the National Association of Personal Financial Advisors and LifeShare of Oklahoma Governing Board of Directors.

Overview
Career Highlights

Mariner Wealth Advisors-Oklahoma LLC
Mariner Wealth Advisors LLC

RelSci Relationships

185

Number of Boards

2

Number of Awards

2

Relationships
RelSci Relationships are individuals Suzanne C. Wheeler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Operating Officer at Argent Capital Management LLC

Relationship likelihood: Strong

Former Co-Founder, President & Chief Executive Officer at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Director, Investment Research at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Former Chief Compliance Officer at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Partner & Senior Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Managing Partner, Mariner Consulting at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Managing Partner, Mariner Consulting at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Managing Director at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Partner & Senior Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Chief Investment Officer at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Paths to Suzanne C. Wheeler
Potential Connections via
Relationship Science
You
Suzanne C. Wheeler
Co-Founder & Chief Compliance Officer at Mariner Wealth Advisors-Oklahoma LLC
Education
Bachelor's Degree in Finance, Emphasis in Financial Planning

For a bachelor’s or graduate degree, continuing education, or study abroad program in the Tahlequah, Oklahoma area, look to Northeastern State University. Programs available for study include subjects such as Business Administration, Computer Science, Criminal Justice, Environmental Health and Safety Management, Health and Physical Education, Hospitality and Tourism Management, Psychology, Supply Chain Management, and Visual Communication. The financial aid counselors of NSU can help you apply for loans, the federal Pell Grant, Supplemental Educational Opportunity Grant, Oklahoma Tuition Aid Grant, Smart Grant, Academic Competitiveness Grant, and many scholarships based on need, merit, academics, and athletics. With their help, you may qualify for funds to pay for educational expenses like tuition and books. When it comes time to look for employment, NSU’s career services can help you achieve your career goals. Among the career services are counselors, career events, interviews, info sessions, workshops, job resources, employment data, and job, internship, and graduate school fairs.

Memberships
Member
Current

WE PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.

Career History
Co-Founder & Chief Compliance Officer
2013 - Current

Mariner Wealth Advisors-Oklahoma (MWAO) employs a variety of proprietary investment strategies across global asset classes. The firm utilizes a long-term strategy when providing and implementing investment advisor, although they may use a short-term strategy (securities help less than 1 year) should the client's situation change or the basis for making an investment change. MWAO may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain investment managers based on the client's stated investment objectives.

Co-Founder
Current

At Mariner, we bring together the talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver the confidence that frees you to pursue whatever is calling you. Learn more about our wealth management and asset management services, as well as the clients we serve

Boards & Committees
Member, Investment Committee
Current

Mariner Wealth Advisors-Oklahoma (MWAO) employs a variety of proprietary investment strategies across global asset classes. The firm utilizes a long-term strategy when providing and implementing investment advisor, although they may use a short-term strategy (securities help less than 1 year) should the client's situation change or the basis for making an investment change. MWAO may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain investment managers based on the client's stated investment objectives.

Awards & Honors
Series 65 – Uniform Registered Investment Adviser
Series 63 - Uniform Securities Agent
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Suzanne C. Wheeler. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Suzanne C. Wheeler's profile does not indicate a business or promotional relationship of any kind between RelSci and Suzanne C. Wheeler.