Brad Wheeler

MBA , CPA , CGMA®

Business Unit Leader; Capital Management Specialist

Brad Wheeler is the Business Unit Leader for the Level Four Bowling Green, KY branch office. He has over 25 years of finance, accounting and corporate financial management experience and holds several licenses and credentials including Certified Public Accountant and Charted Global Management Accountant, Series 7 and Series 66. He also received his Bachelor of Science in Accounting and MBA degrees from Western Kentucky University. Brad is a graduate of NACUBO’s College Business Management Institute, the Kentucky Society of CPA’s Leadership Academy, Leadership Bowling Green, and Leadership Kentucky.

Bowling Green

922 State Street, Suite 100, PO Box 104
Bowling Green, Kentucky 42102

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Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.