Financial - Planning / Services

 
Panichi Blair Wealth Advisors
Gina Blair
4135 Richard Ave, Ste 202
Hermantown, MN 55811
Phone: (218) 213-9696
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Additional Representatives:
Jess Panichi, CRPC
Derek Olson, CRPC
MPPL Financial
Scott Wallschlaeger
309 W. Superior Street
Duluth, MN 55802
Phone: (218) 628-3135
(800) 236-MPPL
Fax: (218) 628-3133
Send Email
Neill Atkins - Cetera Advisor Networks
Neill Atkins
4477 Lavaque Road
Hermantown, MN 55811
Phone: (218) 727-4767
(888) 550-4776
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Liberty Wealth Management of Raymond James
Brian Liberty
2230 London Road
Duluth, MN 55812
Phone: (218) 722-9000
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RBC Wealth Management - Bubalo, Lawien and Meese Family Wealth Group
Gary Bubalo
1420 London Road
Suite 201
Duluth, MN 55805
Phone: (218) 728-8413
(218) 728-8418
Fax: (218) 728-8410
Send Email
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Additional Representatives:
John Lawien
Cheryl Meese
Robert Bubalo

See Also Investments, Investments - Retirement Planning

Marline & Associates Wealth Management
Shaun Marline
11 E. Superior Street, Ste 510
Duluth, MN 55802
Phone: (218) 723-4108
866-598-9833
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See Also Investments
Francisco & Associates
Patrick Francisco
742 E Superior St
Duluth, MN 55802
Phone: (218) 722-0508
Fax: (218) 722-8360
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Northwestern Mutual
Daniel Moseley
11 E Superior Street, Suite 400
Duluth, MN 55802
Phone: (218) 623-6035
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Tidal Wealth Advisors
Craig Chilcote
5 North 3rd Ave. West
#400
Duluth, MN 55802
Phone: (218) 625-1735
Fax: (218) 625-1736
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Thrivent Financial
Rickie Derks
2711 W. Superior St, Suite 212
Duluth, MN 55806
Phone: 6609518787
2186254011
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AdvisorNet Financial
Darin Hanson
202 West Superior Street, #810
Duluth, MN 55802
Phone: (218) 727-6881
Fax: (218) 720-6856
Map

See Also Investments
Morgan Stanley
Mark Brown
11 E. Superior Street, Suite 580
Duluth, MN 55802
Phone: (218) 720-0144
Map
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
Map
U S Bank Wealth Management
Juhl Halvorson
130 West Superior Street, Suite 300
Duluth, MN 55802
Phone: (218) 723-2952
Fax: (218) 723-2878
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Lake Superior Financial Services
Jim Boileau
11 E Superior Street, Ste 544
Duluth, MN 55802
Phone: (218) 625-2430
Fax: (218) 625-2201
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Headwaters Strategic Succession Consulting, Llc
Douglas Cook
14 Seventh Avenue North
Saint Cloud, MN 56303
Phone: (651) 333-2170
Send Email
Map

See Also Consultants - Planning, Consultants - Exit Planning, Business Broker

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

Ascential Wealth Advisors
Kristin Rognerud
11 E Superior Street Suite 500
Duluth, MN 55802
Phone: (218) 336-2500
(888) 840-8299
Map
Additional Representatives:
Mike Owens
Dan Maki
Dave Kohlhaas
Brad Christiansen

See Also Investments, Investments - Retirement Planning
AdvisorNet Financial
Scott E. Fisher
202 W. Superior Street Ste. 810
Duluth, MN 55802
Phone: (218) 727-6881
(218) 740-6288
Fax: (218) 720-6856
Map

Bremer Bank
Jennifer Ryan
225 W. Superior Street, Ste 120
Duluth, MN 55802
Phone: (218) 221-7471
Map

See Also Banks, Financing / Loans, Mortgages, Insurance

Wheeler Associates
Andrew H. Wheeler
324 West Superior Street, Suite 1000
Duluth, MN 55802
Phone: (218) 722-8010
Fax: (218) 722-0945
Send Email
Map
Additional Representatives:
Andrew Wheeler CFP, AIF
Ryan Coole, ChFC, CRPS
Patrick Heffernan, CLTC, CEBS

Since 1934, Wheeler Associates has worked with employers, families and individuals to provide the insurance, benefits and financial planning to get them where they want to go.

See Also Insurance - Employee Benefits, Retirement Plan - Consulting
Edward Jones - Bob Farden & Lauren 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
Merrill Lynch Wealth Management
Mark Winberg
130 W Superior St #800
Duluth, MN 55802
Phone: (218) 726-3140
Map