Wheeler Associates
Financial Services • 
Duluth, Minnesota, United States • 21-50 Employees
Company overview
| Headquarters | 324 W Superior St, Suite 1000, Duluth, Minnesota 55802, US |
| Phone number | +12187229045 |
| Website | |
| NAICS | 52 |
| Keywords | Individual Insurance, Employee Benefits, Qualified Plans, Financial Planning |
| Founded | 1934 |
| Employees | 21-50 |
| Socials |
Key Contacts at Wheeler Associates
Emma Grover
Individual Insurance Director
Chelsea Roy
Managing Director - Group Benefits
Hannah Stevens
Group Services Director
Ryan Coole
Partner/Qualified Plan Director
Henry Wheeler
Owner
Nisarg Shah
Marketing Director
Wheeler Associates Email Formats
Wheeler Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wheelera.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wheelera.com | 72.7% |
{first name}{last name} | johndoe@wheelera.com | 27.3% |
About Wheeler Associates
We are here to take care of people. To provide them financial progress and protection. To offer them our genuine desire for their financial success. Simply put, we are here so you can live well. So you can be confident in your financial foundation. And so you can look forward to and be prepared for your retirement. -We solve rather than sell -We are independent -We plan, implement, and protect -We offer only the plans and products we would use ourselves -We effectively balance work, life, and family -We move clients from wealth creation, to wealth accumulation, to wealth distribution -Most importantly, we put our clients' interest above our own Disclosures: This communication is strictly intended for individuals residing in the United States. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Wheeler Associates revenue & valuation
| Annual revenue | $18,700,000 |
| Revenue per employee | $382,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $59,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wheeler Associates has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Wheeler Associates has never raised funding before.
Wheeler Associates Tech Stack
Discover the technologies and tools that power Wheeler Associates's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
CDN
France
Spain
Frequently asked questions
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