Broker Check
Neil Larson, CFP®

Neil Larson, CFP®

Financial Adviser

Neil joined the Wheeler Associates team in March of 2022 after almost eight years in the automotive industry at Kolar Toyota in Duluth. A lifelong Duluthian, he grew up in Lakeside and would go on to attend UMD, where he earned a bachelor’s degree in education. Cooperative problem-solving (teamwork) and education have always been a passion of his, so it is easy to see how he found his way into the financial service industry. He learned the value of a dollar early on from his yia-yia (Greek term for grandma) and parents, who, together, taught him the importance of saving money, and financial education. He looks forward to using his knowledge and skills in customer service, problem-solving, and education to collaborate with clients on all aspects of wealth management.

Outside of work, Neil is a proud husband to his wife, Abby, father of two (Nina, 3; Patrick, 1), and dog dad to two more. The Larsons spend a lot of their free time outdoors, camping, hiking, and traveling by land and air, usually to some type of beach or a snowy mountain. The sandy south shore of Lake Superior in the UP is one of their favorite spots to visit and camp. Aside from family, Neil enjoys time spent golfing and fishing with friends, meeting new people in the area, and keeping up on all Minnesota sports both local and professional.

Neil is excited to be a part of the Wheeler Associates team and is looking forward to building upon the foundation that has been laid, while also continuing to look for new and creative ways to better assist present and future clients.