Brad Wheelan

Brad Wheelan is a seasoned professional with extensive experience in sales leadership and client service within the financial and professional services sectors. Currently serving as Channel Sales Leader for Retail and Professional Services at Creative Planning, Brad focuses on helping partners achieve success through a consultative approach. Previously, as Market Sales Leader at BerganKDV, Brad emphasized client service in a similar capacity. Prior experience includes a role as Director of National Accounts at GreatAmerica Financial Services, where strategy development for dealers’ sales growth was paramount, and as an Account Executive at Diversified Investment Advisors. Brad holds a degree in Business Administration with a focus on Economics from Coe College, obtained in 2003.