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Brian Liberty

Advisor at Raymond James & Associates

Updated today

Location

Duluth, MN 55812

Credentials

Series 63, Series 65

Industry experience

36 years

About

Brian Liberty is a financial advisor with Raymond James & Associates in Duluth, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, Liberty serves on a city-appointed steering committee evaluating the future of a local golf course as a potential nonprofit or development project. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Wealth management

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.

Commissions

Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.

Location

2230 London Road

Duluth, MN 55812

Most active in

Minnesota · Texas

Work history

Raymond James & Associates

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tyler M

Series 65

Duluth, MN

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Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) General tax planning
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Tanya N

CFP®, Series 63, Series 66

Hermantown, MN

Retire Agile

Tanya Nichols is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Align Financial, LLC since 2017. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. She also operates Limitless Adviser Coaching, providing consulting services to other financial advisors on a limited basis. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm operates regionally from multiple offices and integrates AI-assisted analytic tools alongside human review in its investment process.

General retirement planning Retirement income strategy Annuities
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Brian K

Series 65

Superior, WI

JMR Financial Group

Brian Koski is a Series 65-licensed financial advisor with JMR Financial Group in Superior, WI. He has eight years of industry experience and has been with JMR Financial Group since 2017. JMR Financial Group provides portfolio management and financial planning services to individuals, families, businesses, qualified retirement plans, estates, and trusts. The firm combines discretionary portfolio management using ETFs and mutual funds with in-house tax, accounting, and insurance services, managing a large client base through standardized, process-driven methods.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
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Nathan M

CFP®, Series 65

Superior, WI

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Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
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Kirk H

Series 63

Duluth, MN

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Kirk Haldorson is the sole advisor at Haldorson & Pincombe Investment Advisors Inc. in Duluth, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Haldorson & Pincombe since 1992. In addition to advisory services, he is licensed to sell life insurance and annuities. Haldorson & Pincombe provides investment supervisory services and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and a combination of long-term, short-term, and occasional trading strategies, conducting continuous account supervision with at least quarterly reviews.

Active portfolio management Life insurance needs analysis
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Joseph F

Series 65

Duluth, MN

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Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he worked in construction and hardware sectors and played professional hockey with the Idaho Steelheads and Albany Devils. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and tax-loss harvesting.

Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Divorce financial planning Tax strategies for small businesses Executive Founder/Business Owner Retired
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