As Agency Executive Senior Partner of Totus Wealth Management, LLC., John is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969, John supports the firm through seminars, advanced joint sales work, recruiting, and the development of our financial planning endeavor. He is a Certified Financial Planner™ Practitioner and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Life Underwriter Training Council Fellow, LACP® and, CLTC® designations. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, Insurance News Net, and The Journal of Financial Planning.
He is on the faculty of the College for Financial Planning and has taught various Certification programs including the CRPC® and the CFP®. He is one of only a few people in the United States currently teaching the entire CFP® certification program, which he has been teaching since 1985. He was chosen as one of five individuals by the College to serve on the Adjunct Faculty Advisory Board. He has also taught for DePaul University for the Office of Continuing and Professional Education and has been a frequent lecturer for The Insurance Sales Institute at Purdue University.
He served two terms as President of the DuPage Area Association of Insurance and Financial Advisors, has served on the board since 1990, and currently serves as National Committeeman for NAIFA Chicagoland. In April of 2003, he was named Member of the Year and was inducted into their Hall of Fame. He is also on the NAIFA Texas Board. He served on the Carol Stream Chamber of Commerce Board of Directors for over 30 years and served as President seven times. He served as Director of Professional Standards for the Institute of Certified Financial Planners. He then served as Director of Ethics and Education and Director of Governmental Affairs of the Financial Planning Association of Illinois and in 2007 John was the recipient of the FPA Illinois Chapter Heart of Financial Planning Award*. He is a past President of NAIFA Illinois, past National Trustee for NAIFA, past Chair of the Member Benefits Committee, Co-Chair of the Political Involvement Committee**, and currently is on the NAIFA Texas Board. He is also a Board Member of the Forum 400, currently serving as Chairman.
John is quite active in his community as well. In both 1988 and 2004, he received the Judges Award from the Village of Carol Stream for community involvement, the Illinois Reaches Out Award** in 1997 for community participation and support, and the Country Spirit Award in 1998 for community service. He is a past Vice-President and co-founding Director of the DuPage Habitat for Humanity** and was also Chief of the YMCA Indian Guides Cheyenne Tribe**.
John W. Wheeler Jr., domiciled in TX, [CA Insurance License #0F74347] [AR Insurance License #1597763]. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC- CA Insurance License: 0132305), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Supervisory Office: 701 Post Oak Road. Suite 320, Houston, TX 77024. Phone (832)220-3602. *The FPA Heart of Financial Planning award recognizes individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public. The nominations are chosen by the FPA Board of Directors based on contributions to the profession. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. **Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.