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Investor Members, Consultants, Succession, Strategic Planning, Financial Planning, Other
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)
- 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"
"#1 State for Quality of Life"
"Fastest-Growing State for Technology Jobs"
"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