Business Logo

Wheeler Associates

306 W. Superior Street • Suite 1600 • Duluth, MN 55802
United States
(P) 218.722.8010  (P) 218.722.8010  

Click to Activate

Visit Website
Get Directions
Pat Hefferman
Click to email.
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)


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

"2016 Top State for Business"


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

Star Tribune

"#1 State for Quality of Life"


"Fastest-Growing State for Technology Jobs"

Dice, 2015

"Among the Top 10 Most Innovative States"


"Among the Top 15 Best States for Doing Business"


"#3 in Overall Healthcare"

U.S. News & World Report