Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
8yrs
Samuel Wheeler has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Kansas City, Missouri. Samuel has been with Robert W. Baird & Co. since 2022. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 540 advisors with offices in Kansas City, and one of 490 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeKansas City, MO
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Samuel
(414) 765-3500Firm headquarters in Milwaukee, WI. Ask for Samuel. Kansas City, MOOffice · Get directions X (Twitter) pageRobert W. Baird & Co.Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Samuel
How do I contact Samuel?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Samuel Wheeler. Samuel works from the Kansas City, MO office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Samuel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Samuel 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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