Wheeler Associates Employee Directory

Q: Who are Wheeler Associates key employees?

Some of Wheeler Associates key employees are Ryan Coole , Ellie Jones

Wheeler Associates corporate office is located in 324 W Superior St Ste 1000, Duluth, Minnesota, 55802, United States and has 1-10 employees.

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Key Employees of Wheeler Associates

RC
Ryan Coole
Qualified Plan Director and Partner
PhoneEmail
EJ
Ellie Jones
Director, Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Wheeler Associates Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Wheeler Associates

Hundreds of professionals searching for Wheeler Associates have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RC
Ryan Coole
Email Direct
Qualified Plan Director and Partner
United States , Minnesota , Duluth

EJ
Ellie Jones
Email Direct
Director, Operations
United States , Minnesota , Duluth

EG
Emma Grover
Email Direct
Individual Insurance Director
United States , Minnesota , Duluth

NL
Neil Larson
Email Direct
Financial Advisor
United States , Minnesota , Duluth

JW
June Wheeler
Email Direct
Partner
United States , Minnesota , Duluth

AW
Andrew Wheeler
Email Direct
Partner - Investment and Retirement Plan Specialist
United States , Minnesota , Duluth

CG
Chelsea Grandmaison
Email Direct
Manager, Client Services
United States , Minnesota , Duluth

Former Employees at Wheeler Associates

Explore people who held key positions, contributed to Wheeler Associates's success, and advanced their careers.

Hannah Stevens

Group Director, Servic... at Wheeler & Associates

Worked as Group Director, Services

at Wheeler Associates

Direct

Chelsea Roy

Group Managing Directo... at Wheeler & Associates

Worked as Director, Client Experience

at Wheeler Associates (2021-2023)

Direct

Patrick Heffernan

Partner at Wheeler & Associates

Worked as Partner

at Wheeler Associates (2003-2026)

Direct

Mask Content

Account Manager at Wheeler & Associates

Worked as Account Manager

at Wheeler Associates (2023-2026)

Direct

Explore More

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Frequently Asked Questions Regarding Wheeler Associates Employees

How many employees does Wheeler Associates have?

Wheeler Associates has 1-10 employees

Who are Wheeler Associates key employees?

Some of Wheeler Associates key employees are Ryan Coole, Ellie Jones

Where is Wheeler Associates located?

Wheeler Associates’s headquarters are located at 324 W Superior St Ste 1000, Duluth, Minnesota, 55802, United States

How do I contact Wheeler Associates?

Wheeler Associates Contact Info: Phone number: (218) 722-8010 Website: www.wheeler-associates.com

What does Wheeler Associates do?

Wheeler Associates is a locally owned and family-operated financial advisory firm that has been serving individuals, couples, and businesses since 1934. They specialize in personalized financial planning, wealth management, employee benefits, and insurance solutions, focusing on mid-career professionals, retirees, and businesses that value meaningf... Read More

Is Wheeler Associates a public company?

Wheeler Associates is private company therefore does not currently have an official ticker symbol

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