William Blair & Company
47yrs
Top advisor by experience in Illinois
27yrs
Mark Wheeler is a fiduciary financial advisor in Chicago, Illinois, with 27 years in the industry. Mark joined William Blair & Company in 2009, after a year at J.P. Morgan Securities and four years at Banc One Securities. Mark holds the CFA designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Chicago
OfficeThe William Blair Building 150 North Riverside, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.49 million
Advisors at the firm329
States licensed ?1 state
Services through William Blair & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowWilliam BlairCurrent firm
- Oct 2008 – Jun 2009J.p. Morgan Securities LLCPreviously
- 2006 – 2008J.p. Morgan Securities Inc.Previously
- 2002 – 2006Banc One Securities CorporationPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call William Blair & Company at 312-236-1600 and ask for Mark Wheeler. Mark works from the Chicago, IL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1999, about 27 years. Top 19% by experience in Chicago.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
William Blair & Company reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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