WHEELER RETIREMENT PLANS LLC
CRD #327889 SEC #801-128751 DULUTH, MN 218-336-8524
SEC Registered
Total AUM
$520M
Discretionary
$0
Employees
1
Clients
--
Accounts
56
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOLE, RYAN, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| COOLE, RYAN, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| COOLE, RYAN, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| COOLE, RYAN, D | I | MANAGING PRINCIPAL / CCO | E | Control |
| COOLE, RYAN, D | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
May 2, 2025 REGISTERED
Notice Filings (2)
MN WI
Address
324 WEST SUPERIOR STREETSUITE 1000
DULUTH, MN 55802
United States
Phone: 218-336-8524