6 advisors with offices in Duluth. Credentials, fee structures, and minimums are disclosed on each listing.
Duluth, Minnesota
Barry Bigelow is a financial advisor at Farther, based in Duluth, Minnesota. He provides financial planning and investment management services with a focus on estate planning. Contact him for information about fees and approach.
View detailsDuluth, Minnesota
Insurance-Based
Eric P. Herried, Financial Advisor operates Herried Financial Strategies LLC in Duluth, Minnesota. The firm specializes in insurance planning and provides financial planning and insurance analysis services. The firm is structured around insurance-based advisory services and operates in English.
View detailsDuluth, Minnesota
Lake Rock Wealth Management, based in Duluth, Minnesota, provides investment management, wealth management, and financial planning services. The firm works with clients in English and operates with a 5-star rating.
View detailsDuluth, Minnesota
Wirehouse
Merrill Lynch Wealth Management in Duluth, Minnesota provides financial planning and investment management services. As a wirehouse firm, the office offers investment management and wealth management to clients in the area. Services are available in English.
View detailsDuluth, Minnesota
Insurance-Based
Northwestern Mutual in Duluth, Minnesota provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates as an insurance-based advisory practice serving clients in the area. English is spoken.
View detailsDuluth, Minnesota
Thrivent Financial in Duluth, Minnesota provides estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning. Services are offered in English.
View detailsAdvisors serving Duluth 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.