National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > minnesota > duluth

WHEELER RETIREMENT PLANS LLC

Tel: 218-336-8524
324 West Superior Street
Suite 1000
Duluth, Minnesota  55802

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

More Financial Advisory Firms in Duluth, Minnesota

More Firms in Duluth, Minnesota >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.