What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Duluth, MN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Duluth, MN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Nick Scheibel
CFP®
JNBA® Financial Advisors
Duluth, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Stephanie Rossi
CFP®
JNBA® Financial Advisors
Duluth, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Mark Struthers
CFP®, CFA®, CRC®
Sona Wealth
Edina, MN
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.
Lucas Traxler
CFP®
JNBA® Financial Advisors
Duluth, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
