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- 1934 Hubert D. Wheeler becomes licensed agent
- 1946 District Agency of Duluth- St. Paul
established
- 1948 Duluth Agency becomes Hubert D. Wheeler
and Associates, General Agent
- 1956 Benefit Plan Services, Inc. established
by Hubert D. Wheeler to provide continuity and
service to corporate and individual clients
- 1974 Thomas B. Wheeler joins Benefit Plan
Services, Inc. and the Agency
- 1977 Duluth Agency wins President’s
Trophy
- 1980 H. James Wheeler joins Benefit Plan Services,
Inc. and the agency
- 1981 Thomas B. Wheeler becomes one of the first Chartered
Financial Consultants in the state of Minnesota
- 1982 Thomas B. Wheeler becomes President
of Benefit Plan Services, Inc. with Hubert D.
Wheeler as Chairman and H. James Wheeler as
Vice President
- 1985 Benefit Plan Services, Inc. changes
to Wheeler Associates
- 1990-91 Thomas B. Wheeler serves as President
of Leaders Association
- 2003 Patrick J. Heffernan joins Wheeler Associates
- 2004 Wheeler Associates celebrates it's 70th anniversary
- 2005 Andrew H. Wheeler joins Wheeler Associates. Andrew starts the third generation of Wheeler Associates
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© 2003 Wheeler Associates. All rights reserved. |
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