Find Top Financial Advisors in Duluth, Minnesota

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Duluth, Minnesota

Last Updated - 24-May-2023

Duluth has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 28 non-vetted advisors in your local area. These financial advisors in Duluth , Minnesota have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Duluth , Minnesota mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Duluth, Minnesota.

Qualified Financial Advisors in Duluth, Minnesota

Financial Advisor Experience AUM Minimum Assets Fee Structure
Shaun Marline
11 East Superior Street,
Suite 532,
Duluth, MN 55802
18 Years Not Specified $50,000 Not Specified

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Information on Qualified Financial Advisors in Duluth, Minnesota

Qualifications CRD# 4645930
Firm CRD# 6413

Office Location 11 East Superior Street,
Suite 532,
Phone Number 218-260-8747

About Marline & Associates LLC Wealth Management

Marline & Associates LLC Wealth Management

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.

Advisory Services Provided:

Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services

Customer Reviews

Top Financial Advisor Firms in Duluth, Minnesota (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
202 W. Superior St., Ste. 721, Duluth, MN 55802-1915
7 2 $158,366,842
Performance Based
5161 Miller Trunk Highway, Duluth, MN 55811
3 1 $37,359,535
A percentage of AUM

    List of Additional Advisors in Duluth, Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    11 East Superior St, Suite 580, Duluth, MN  55802 218-727-7600
    11 East Superior St, Suite 580, Duluth, MN  55802 218-720-0128
    5 N 3rd Ave W, Ste 402, Duluth, MN  55802 218-481-7277
    230 W Superior St, Ste 436, Duluth, MN  55802 218-464-4178
    394 Lake Ave S, Ste 505, Duluth, MN  55802 218-722-4761
    394 Lake Ave S, Ste 505, Duluth, MN  55802 218-722-4761
    394 Lake Ave S, Ste 505, Duluth, MN  55802 218-722-4761
    227 W 1st St, Ste 900, Duluth, MN  55802 218-722-9400
    11 East Superior St, Suite 580, Duluth, MN  55802 218-727-7600
    11 East Superior St, Suite 580, Duluth, MN  55802 218-720-0123

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?