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