Ryan Coole serves as the Qualified Plan Director at Wheeler Associates, where he plays a pivotal role in fiduciary governance and employee financial wellness for qualified plans. With a specialization in both qualified and non-qualified plans, Ryan is dedicated to creating benefits that serve all employees. His expertise extends to governance, written processes, and ERISA compliance of retirement plans, areas where he truly excels.
Ryan's commitment to education in the field has been instrumental in opening innovative revenue streams for Wheeler Retirement Plans. His achievements were recognized in October 2020 when he was named one of the Top 401K advisors in the US by Financial Times Magazine. With over 15 years of experience in the financial services industry, Ryan previously honed his skills as a Credit Analyst at Republic Bank. In 2015, he earned the Chartered Retirement Plan Specialist designation, further solidifying his expertise.
A graduate of the University of Minnesota at Duluth with a bachelor's degree in accounting, Ryan is motivated by the ever-evolving ERISA marketplace and the satisfaction of watching clients reach their retirement goals. Whether leading a meeting with a Retirement Plan committee or engaging directly with employees, Ryan is committed to prioritizing client needs. He finds fulfillment in the diverse challenges each day presents and believes that providing intellectual capital and selling trust are the greatest values offered to clients.
Originally from Duluth East, Ryan resides in Lakeside with his family, which includes his wife Jodi, their daughters Madison, Bailey, and Nora, and their Black Lab, Juno. Outside of his professional life, Ryan enjoys golfing and taking solo trips to Minneapolis for concerts, cherishing these moments as a full-time family cheerleader.
2020 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in October 2020 for the preceding 12 months. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.