Brady Wheeler New York Life

Brady Wheeler New York Life

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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.

06/22/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/09/2026

Start your life together with honest financial conversations.

Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.

But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.

This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.

Start your financial journey together with clarity and confidence.
https://bit.ly/4e8esRC

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

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.

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333 Bridge Street Nw
Grand Rapids, MI
49504