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Find Best Financial Advisors in Duluth, Minnesota

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Duluth is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Duluth & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Duluth?

Looking for a qualified financial advisor in Duluth? We can help you by narrowing down your options & listing the best financial advisors in Duluth as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Duluth near you with the list of certified and vetted Duluth financial advisors.

List of Qualified Financial Advisors in Duluth, Minnesota

advisor-photo

Shaun Marline

Marline & Associates LLC Wealth Management

11 East Superior Street
Suite 532

Duluth, MN 55802

218-260-8747

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SOLPACIFIC, LLC
202 W. Superior St., Ste. 721 Duluth, MN 55802-1915
315184 $158,366,842 2 Performance Based
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
5161 Miller Trunk Highway, Duluth, MN 55811
113086 $37,359,535 1 A percentage of AUM

Additional Financial Advisors in Minnesota

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anderson Grymala Group
Inquire with Anderson
11 East Superior St, Suite 580 Duluth, MN 55802 218-727-7600
Benjamin Kneeland
Inquire with Benjamin
11 East Superior St, Suite 580 Duluth, MN 55802 218-720-0128
Brian Misiewicz
Inquire with Brian
5 N 3rd Ave W, Ste 402 Duluth, MN 55802 218-481-7277
Vinod Gupta
Inquire with Vinod
230 W Superior St, Ste 436 Duluth, MN 55802 218-464-4178
Michael A Edwards, MBA
Inquire with Michael
394 Lake Ave S, Ste 505 Duluth, MN 55802 218-722-4761
Robin K. Tellor & Associates
Inquire with Robin
394 Lake Ave S, Ste 505 Duluth, MN 55802 218-722-4761
Stephanie Lemenowsky
Inquire with Stephanie
394 Lake Ave S, Ste 505 Duluth, MN 55802 218-722-4761
Conrad B Hjort
Inquire with Conrad
227 W 1st St, Ste 900 Duluth, MN 55802 218-722-9400
Morgan Stanley Financial Advisors
Inquire with Morgan
11 East Superior St, Suite 580 Duluth, MN 55802 218-727-7600
Dean W McCall
Inquire with Dean
11 East Superior St, Suite 580 Duluth, MN 55802 218-720-0123

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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