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
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