WHEELER RETIREMENT PLANS LLC
Tel: 218-336-8524 324 West Superior Street Suite 1000 Duluth, Minnesota 55802
About 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
Firm CRD#:
327889
Firm SEC#:
801-128751
Assets Under Management:
$520,000,000
No. of Clients:
56
No. of Advisors:
1
Advisory Services Provided:
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
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