Unclaimed Profile

Ryan D Coole

WHEELER RETIREMENT PLANS LLC·DULUTH, Minnesota

SIE, Series 7, Series 24, Series 63Clean record10 years registeredWHEELER RETIREMENT PLANS LLC

324 WEST SUPERIOR STREET, DULUTH, MN 55802CRD# 5329550Firm CRD# 327889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan D Coole · DULUTH, MN

Registration

CRD #5329550 · WHEELER RETIREMENT PLANS LLC · 10 years registered

Brand Profile

Not yet started

Career History

WHEELER RETIREMENT PLANS LLC

Sep 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · April 20, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHEELER RETIREMENT PLANS LLC

CRD 327889 · SEC 801-128751

AUM

$313M

Regulatory assets under management

Employees

65 client accounts

Services offered by WHEELER RETIREMENT PLANS LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at WHEELER RETIREMENT PLANS LLC →

Introduction

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Frequently Asked Questions

What services does Ryan D Coole offer?

Ryan D Coole specializes in Wealth Management. Contact their office in DULUTH, Minnesota for a consultation.

What are Ryan D Coole's credentials?

Ryan D Coole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan D Coole located?

Ryan D Coole is based in DULUTH, Minnesota, working with WHEELER RETIREMENT PLANS LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.

How does Ryan D Coole charge for services?

Ryan D Coole's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHEELER RETIREMENT PLANS LLC?

WHEELER RETIREMENT PLANS LLC has approximately 1 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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