Carson David Cheek
Investment Adviser Representative at Wheelhouse Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carson David Cheek is an investment adviser representative with Wheelhouse Advisory Group, LLC in St. Louis, MO, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwest School DistrictJan 2016 – May 2022Cedar Hill, MO
- Missouri State UniversityAug 2022 – Dec 2025Springfield, MO
- Autospa CarwashMay 2021 – Aug 2021Ellisville, MO
- Fox Run Golf CourseMay 2022 – Aug 2022House Springs, MO
- Fox Run Golf CourseMay 2023 – Aug 2023House Springs, MO
- Acropolis Investment Management, LLCMay 2024 – Aug 2024Chesterfield, MO
- Larson Financial SecuritiesMay 2025 – Jul 2025St. Louis, MO
- Wheelhouse Advisory Group LLCMay 2025 – Aug 2025St. Louis, MO
- Wheelhouse Advisory Group LLCJan 2026 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wheelhouse Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Other
- $0 to $1,000,0001.00%
- $1,000,001 to $3,000,0000.80%
- $3,000,001 and greater0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, tax planning, investment management, income planning, estate and legacy planning, and health care planning
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 3
- Main office:
- St. Louis, MO
- SEC file number:
- 801-125869
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Wheelhouse Advisory Group, LLC
11 other advisors in the directory
Similar advisors in St. Louis, MO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carson David Cheek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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