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Wheeler Associates

306 W. Superior Street • Suite 1600 • Duluth, MN 55802
United States
(P) 218-722-8010  (P) 218-722-8010  

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Pat Hefferman
pheffernan@wheelera.com
Investor Members, Consultants, Succession, Strategic Planning, Financial Planning, Other

Company Description:

Wheeler Associates is the oldest Employee Benefits firm in northern Minnesota. We have been located in Duluth, Minnesota, since 1934. We are family-owned and operate with a staff of seven dedicated professionals. We have the following credentials and qualifications:

  • Chartered Life Underwriter (CLU) 
  • Chartered Financial Consultant (ChFC®) 
  • Master's degree financial services (MSFS) 
  • Registered Health Underwriter (RHU) 
  • Registered Employee Benefits Consultant (REBC) 
  • Chartered Advisor for Senior Living (CASL) 
  • Certified Long-Term Care (CLTC)

Services:

  • Succession
  • Strategic Planning
  • Financial Planning
  • Help businesses develop strategies for:
  • Employee benefits
  • Retirement plans


"2016 Top State for Business"

CNBC


"Minnesota lands back in top 10 of tech-business rankings"

Star Tribune


"#1 State for Quality of Life"

Forbes


"Fastest-Growing State for Technology Jobs"

Dice, 2015


"Among the Top 10 Most Innovative States"

Bloomberg


"Among the Top 15 Best States for Doing Business"

Forbes


"#3 in Overall Healthcare"

U.S. News & World Report