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WHEELER RETIREMENT PLANS LLC
Tel: 218-336-8524
324 West Superior Street Suite 1000
Duluth, Minnesota 55802
WHEELER RETIREMENT PLANS LLC
WHEELER RETIREMENT PLANS LLC is a Duluth, Minnesota based financial advisory firm with nearly $520,000,000 in assets under management and provides investment advisory services for 56 clients. There are currently 1 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
327889
SEC#:
801-128751
No. of Clients:
56
Assets under Management
$520,000,000
No. of Advisors:
1
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