Business Directory

Financial - Planning / Services

 
MPPL Financial
Scott Wallschlaeger
202 Third Avenue
Proctor, MN 55810
Phone: (218) 628-3134
(800) 236-MPPL
Fax: (218) 628-3133
Send Email

Marline & Associates, LLC Wealth Management
Shaun Marline
405 E Superior Street
Duluth, MN 55802
Phone: (218) 723-4108
(866) 598-9833
Fax: (218) 724-3349
Map

See Also Investments
Merrill Lynch, Pierce, Fenner & Smith Inc.
Mark Winberg
130 W Superior St #800
Duluth, MN 55802
Phone: (218) 726-3140
Map

RBC Wealth Management
Gary Bubalo
1420 London Road
Suite 201
Duluth, MN 55805
Phone: (218) 728-8413
(218) 728-8418
Fax: (218) 728-8410
Send Email
Map
John Lawien
Robert Bubalo

See Also Investments, Investments - Retirement Planning
SagePoint Financial – John Herron
John Herron
4815 W Arrowhead Rd, Ste. 230
Duluth, MN 55811
Phone: (218) 525-9001
Fax: (218) 525-1211
Map
Northwestern Mutual
Daniel Moseley
11 E Superior Street, Suite 400
Duluth, MN 55802
Phone: (218) 623-6000
Fax: (218) 623-6007
Map
Additional Representative:
Bart Olek

See Also Insurance - Life
RBC Wealth Management - Michael Stellmaker
Michael Stellmaker
1420 London Road, #201
Duluth, MN 55805
Phone: (218) 728-8429
(218) 724-2100
Fax: (218) 728-8410
Map
Waddell & Reed, Inc. - Lynn Dart Nelson
Lynn Dart-Nelson
11 East Superior Street, # 549
Duluth, MN 55802
Phone: (218) 625-2275
Fax: (218) 625-2274
Map
Francisco & Associates
Patrick Francisco
742 E Superior St
Duluth, MN 55802
Phone: (218) 722-0508
Fax: (218) 722-8360
Map
Thrivent Financial
Jeffrey Hakala
629 West Central Entrance
Duluth, MN 55811
Phone: (218) 625-4000
(218) 625-4010
Fax: (218) 625-4022
Map
Scott Fahlsing
Jordan Fahlsing
Kevin King
Stephen Green
Raymond James & Associates
Wendy Homstad
26 E Superior Street, Suite 500
Duluth, MN 55802
Phone: (218) 279-3614
(866) 546-0050
Fax: (218) 279-4015
Bob Barto
Karen Baresh
Danny Baresh
Brenda Ion
Jeff Maida
Symphonic Financial Advisors
Judith von Mosch
5 North 3rd Ave. West
Duluth, MN 55802
Phone: (218) 625-1735
Fax: (218) 625-1736
U S Bank Private Client Group
Juhl Halvorson
130 West Superior Street
Duluth, MN 55802
Phone: (218) 723-2952
Fax: (218) 723-2878
Map
Additional Representatives:
Charlotte Taylor
David J. Webb
Lisa Harma
Christine Klingaman
Geoffrey Popham
Gary Tangen
Dennis Adamski
Jennifer Beauregard

The financial experts in the Private Client Group at U.S. Bank are right here in Duluth, ready to share their knowledge and advice. Whatever your needs - private banking, investment management, personal trust services or estate planning - our local professionals will work with you to customize solutions that fit your needs.

See Also Trust Services, Investments
Waddell & Reed, Inc. - Anne Holy
Anne Holy
130 West Superior Street, Suite 750
Duluth, MN 55802
Phone: (218) 727-1508 x128
Fax: (218) 529-2330
Jade Swanson, Advisor Associate
Lake Superior Financial Services
Jim Boileau
11 E Superior Street, Ste 544
Duluth, MN 55802
Phone: (218) 625-2430
Fax: (218) 625-2201
Map

Minnesota Power Employees Credit Union
Deb Almirall
30 West Superior Street
Duluth, MN 55802-2030
Phone: (218) 336-1800
(866) 724-3993
Fax: (218) 336-1839
Map

See Also Credit Unions, Financing / Loans, Mortgages
Waddell & Reed, Inc. - Susan Stelman
Susan Stelman CFP®
130 W Superior Street, Suite 750
Duluth, MN 55802
Phone: (218) 727-1508
(218)723-3009
Fax: (218) 529-2330
Map

Ascential Wealth Advisors
Dave Kohlhaas
11 E Superior Street Suite 508
Duluth, MN 55802
Phone: (218) 336-2500
(888) 840-8299
Map
Additional Representatives:
Kristin Rognerud
Brad Christiansen
Tanya Nichols

See Also Investments, Investments - Retirement Planning

Otis-Magie Insurance Agency, Inc.
Tom Stender
332 W Superior St. Suite 700
Duluth, MN 55802
Phone: (218) 722-7753
(800) 241-2425
Fax: (218) 722-7756
Send Email
Map
Mike Reagan
Bob Heimbach
Paul Johnsen
Rhonda Nikunen
Dan Zobel
Matt Mathias
Clayton Johnson
Jason Francisco
Katy Metcalfe
Gary Carlson
Rick Sall
Brent Fennessey

Otis Magie Insurance Agency is a full service multi-line agency with 52 associates working out of 6 offices located in Duluth, Grand Rapids, Hibbing, and Virginia to better serve the needs of our clients across the Northland. We specialize in commercial insurance, personal insurance, group health insurance and financial planning. Helping and servicing clients for more than 129 years.

See Also Insurance, Insurance - Employee Benefits, Insurance - Health, Insurance - Life, Insurance - Property & Casualty
Edward Jones - Dan Elnes
Dan Elnes
1019 W Central Entrance
Duluth, MN 55811
Phone: (218) 733-9161
(218) 269-4413
Map

Liberty Wealth Management of Raymond James
Brian Liberty
2230 London Road
Duluth, MN 55812
Phone: (218) 722-9000
Fax: (855) 350-5709
Map

See Also Investments - Retirement Planning
Verus Capital Partners, LLC
Colleen O'Shaughnessy
80370 County Hwy A
Port Wing, WI 54865
Phone: (715) 774-3177
Fax: (302) 495-8072
Map

Wells Fargo Bank
Scott Bradt
230 W Superior St
Duluth, MN 55802-1916
Phone: (218) 723-2600
Fax: (218) 723-2710
Map
Stephanie Cummings
Angie Hanson
Joe Dusek

Wells Fargo Bank and its affiliates offer personalized banking, mortgage, investments, insurance and other financial services through nine store in Duluth, Cloquet, Silver Bay and Two Harbors, as well as over 6,000 banking locations nationwide. Established in 1852, Wells Fargo has reinvented itself to respond to customer needs, adapting new technology and a better way of doing business to save customers time and money. Using local professionals, Wells Fargo connects people with products, services and information to help customers reach the "Next Stage" of their financial success.

See Also Banks, Mortgages, Trust Services, Investments - Retirement Planning, Financing / Loans

Wheeler Associates
Ryan Coole
306 West Superior Street, Suite 1600
Duluth, MN 55802
Phone: (218) 722-8010
Fax: (218) 722-0945
Send Email
Map
Additional Representatives:
Andrew H. Wheeler, CFP®, AIF®
H. James Wheeler
Patrick J. Heffernan, CEBS®, CLTC®

See Also Insurance - Employee Benefits, Estate Planning

JNBA Financial Advisors, Inc.
Brian Resch
324 West Superior Street Ste 200
Duluth, MN 55802-3629
Phone: (218) 249-0044
(800) 675-4793
Fax: (218) 249-0045
Map
Additional Representatives:

Richard Brown
Stephanie Rossi

See Also Investments - Retirement Planning
AdvisorNet Financial
Darin Hanson
202 West Superior Street, #810
Duluth, MN 55802
Phone: (218) 727-6881
(218) 740-6282
Fax: (218) 720-6856
Send Email
Map

See Also Investments
Edward Jones - Bob Farden
Bob Farden
2200 London Road
Suite 200
Duluth, MN 55812
Phone: (218) 724-3037
(800) 777-4501
Fax: (888) 673-3170
Map

See Also Investments
24hr Bookkeeper, Inc.
Karine Woodman
2900 E Beltline, Suite 4
Hibbing, MN 55746
Phone: (218) 440-1097
(218) 885-3100
Map