Broker Check
John Wheeler, CLU, ChFC, LUTCF

John Wheeler, CLU, ChFC, LUTCF

Financial Advisor

John R. Wheeler, CLU, ChFC, LUTCF, has been in the insurance and financial services business for 31 years.  John's practice currently covers 10 states and focuses on income planning and wealth transfer using life insurance, annuities, and fee-based wealth management.

He is past president of Northeast Wisconsin Association of Insurance and Financial Advisors, a past LUTC moderator, and currently President of NAIFA-Wisconsin.  John is a qualifying and life member of the Million Dollar Round Table, has represented NAIFA-Wisconsin on Wisconsin OCI's Annuity Suitability Committee, and currently represents NAIFA-Wisconsin on the Wisconsin College Savings Board.  He has authored and presented several continuing education classes through NAIFA-Wisconsin, focusing on income planning and annuities.