Partner & Qualified Plan Director – Wheeler Associates | Wheeler Retirement Plans
Specialty: Plan Governance • ERISA Compliance • Fiduciary Strategy
Ryan Coole helps employers build retirement plans that actually work — for the business and the people behind it. As Partner and Qualified Plan Director at Wheeler Associates and Wheeler Retirement Plans since 2014, he focuses on practical governance, airtight compliance, and employee engagement that goes beyond check-the-box education.
A Chartered Retirement Plans Specialist®, Ryan brings extensive experience across qualified and non-qualified plans. He helps plan sponsors strengthen fiduciary processes, streamline testing and governance, and translate ERISA complexity into plain English. His commitment to clarity and outcomes earned him recognition as one of the Financial Times “Top 500” 401(k) Advisors in the U.S. (October 2020) — proof that paperwork and persistence sometimes do pay off.
Ryan graduated from the University of Minnesota Duluth with a B.A. in Accounting while playing four years for the UMD Bulldog hockey team — numbers by day, slap shots by night. A Duluth native, he and his wife, Jodi, live in Lakeside with their three daughters — Madison, Bailey, and Nora — and the family’s Black Lab, Juno (who firmly believes she runs the household).
When he’s not helping clients or cheering on his girls, Ryan can be found chasing a rare five-hour golf window or making a quick solo trip to Minneapolis for a live concert.
324 West Superior Street Suite 1000 Duluth, MN 55802
4140 Thielman Lane Suite 304 St. Cloud, MN 56301
218.336.8524 | Fax: 218.722.0945
RCoole@wheelera.com
Monday – Friday:
8:30 AM – 5:00 PM
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Wheeler Retirement Plans. LLC is a Securities and Exchange Commission registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
Retirement Plan advisory services offered through Wheeler Retirement Plans LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth.