Brady Wheeler New York Life

Brady Wheeler New York Life From Retirement planning to life insurance and investments, I’m here to help! I am not licensed in all jurisdictions.

As a Registered Representative with NYLIFE Securities LLC, I’m dedicated to helping you achieve your financial goals with personalized solutions and tailored strategies. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

333 Bridge Street NW, Suite 600
Grand Rapids, MI 49504
(616) 752-4500

06/01/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

Millionaire status is rising, but most are older.  Here are strategies younger Americans may consider when building weal...
05/18/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Anyone who’s taken one of these exams knows the feeling… that moment right before you hit submit - even when you feel co...
05/11/2026

Anyone who’s taken one of these exams knows the feeling… that moment right before you hit submit - even when you feel confident, there’s always that little bit of anticipation (and nerves).

This past week, I sat for the 140-question Series 65. After 2.5 hours of working through countless concepts, scenarios, and I'll admit it even second-guessing a few answers along the way, it all came down to that one click.

Happy to say - I passed.

Feeling grateful, energized, and excited to have earned another license and to keep building in this industry. On to the next challenge.

Dallas did not disappoint 🤠Grateful for an incredible career conference filled with growth, connection, and big ideas—bu...
04/01/2026

Dallas did not disappoint 🤠

Grateful for an incredible career conference filled with growth, connection, and big ideas—but let’s talk about the real highlight… taking 1st place in Kahoot against 80+ agents in our breakout session 🏆

Safe to say the competitive spirit is alive and well. Back to work feeling energized and inspired!

Just got back from an incredible 5 days in Dallas at New York Life’s Career Conference, surrounded by some of the compan...
03/26/2026

Just got back from an incredible 5 days in Dallas at New York Life’s Career Conference, surrounded by some of the company’s top-performing new agents.

I’m especially grateful for the relationships that were built and strengthened throughout the week. Being able to connect with so many driven, supportive, and accomplished individuals was truly the highlight of the experience.

I’m leaving not only inspired, but also excited to bring back and share the new ideas, perspectives, and concepts I’ve learned. Feeling recharged, appreciative, and ready for what lies ahead. 🚀

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million dependi...
02/11/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

What is an important lesson you learned from a mistake?
01/20/2026

What is an important lesson you learned from a mistake?

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

What are some of the steps you take to achieve your biggest goals?
01/13/2026

What are some of the steps you take to achieve your biggest goals?

Life insurance doesn’t have to be complicated.Life Insurance Overview Webinar📅 1/15/2026 | ⏰ 6:30 PM👉 Click the link or ...
01/12/2026

Life insurance doesn’t have to be complicated.

Life Insurance Overview Webinar
📅 1/15/2026 | ⏰ 6:30 PM

👉 Click the link or scan the QR code to register

https://bit.ly/49PoqpY

Knowledge first. Confidence second.

Address

333 Bridge Street Nw
Grand Rapids, MI
49504

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