MN · Detroit Lakes

Fiduciary advisors in Detroit Lakes, MN

3 advisors with offices in Detroit Lakes. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Detroit Lakes

49 North Advisors &Partners

Detroit Lakes, Minnesota

49 North Advisors & Partners, based in Detroit Lakes, Minnesota, provides financial planning and investment management services led by Phil Gilbert, a CFP® with degrees in accounting and finance. The firm serves business owners, farmers, and families seeking comprehensive planning and long-term investment strategies tailored to individual goals and risk tolerance, with flexible delivery including virtual and in-person meetings. Client assets are held in custody at Fidelity National Financial Services, and the firm partners with &Partners to deliver wealth management services with an emphasis on personalized planning rather than short-term trading.

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Justin Skarie Agency - COUNTRY Financial

Fiduciary ★4.9(34)

Detroit Lakes, Minnesota

Independent RIA

Insurance Planning

Justin Skarie Agency - COUNTRY Financial is an independent ria firm in Detroit Lakes, Minnesota. It acts as a fiduciary. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 34 Google reviews.

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Northwestern Mutual

Detroit Lakes, Minnesota

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Detroit Lakes, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

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Financial advisors in Detroit Lakes, Minnesota

Advisors serving Detroit Lakes specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Minnesota's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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