Mr. Dan Wheeler

Columnist, Investment Advisor Magazine
Financial Professional

Since 1991 Wheeler has been the Director of Global Financial Advisor Services at Dimensional Fund Advisors, committed to bringing modern portfolio theory to the community of fee-only financial advisors.

Education:
William Jewell College, the University of South Florida, and the University of California, Berkeley.

Notable:
Throughout his career as the Head of Dimensional's Financial Advisor Services group, Daniel M. Wheeler has helped build the advisor community and change investment advice in retail markets, transforming what was a broker-driven system into one of financial education and coaching. Prior to his arrival at Dimensional, Dan worked at Arthur Anderson & Co., was the controller of Triad International Marketing S.A., a London-based international consulting firm, and owned a fee-only investment advisory firm.

Further Reading:
Dan is a contributing columnist in Investment Advisor Magazine, an industry trade magazine. Dan is a frequent lecturer and seminar speaker.