Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
27 years
Location
Duluth, MN 55802
Merrill
Institution
Joellen Coffman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she applies a disciplined, goals-based process to help clients define, assess, and pursue their lifestyle objectives. She focuses on areas including family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as women and wealth. Her role enables her to collaborate with clients to create personalized wealth management strategies tailored to their life priorities and aspirations.
Joellen joined Merrill in 1998 after working nearly two years at American Funds and served in the US Navy from 1990 to 1997. Her military experience instilled principles of dedication, strategic planning, and service to others, which she incorporates into her financial advisory practice. She holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations, and is a member of professional organizations such as the USSIF.
Her educational background includes high school diplomas from Austin High School and Lake Mills High School, and attendance at Saint Leo University, Central Texas College, and Austin Community College. Outside of her professional work, Joellen volunteers with community organizations including the 23rd Veteran, First Witness Child Advocacy Center, Tee It Up for The Troops, and The Nature Conservancy. Her personal interests include cooking, gardening, golfing, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Duluth, MN W Superior St
130 W Superior St
Duluth MN 55802
Advisors at this office
21
California · Minnesota · Texas
27 years of industry experience
Bank Of America, N.a.
2011 - Present • 15 years
Rochester, MN
Merrill
2011 - Present • 15 years
Duluth, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Duluth, MN
Maris Wealth Management LLC
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.
CFP®, Series 63, Series 66
Hermantown, MN
Retire Agile
Tanya Nichols is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Retire Agile and previously worked at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. Tanya also owns Limitless Adviser Coaching, providing consulting services to other financial advisors. Retire Agile offers comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis within a predominantly long-term, buy-and-hold investment approach. The firm integrates AI-enabled tools with professional oversight and supports a range of investment strategies across multiple custodial platforms.
Series 65
Superior, WI
JMR Financial Group
Brian Koski is a financial advisor at JMR Financial Group with eight years of industry experience. He holds a Series 65 designation and has been with JMR Financial Group since 2017. JMR Financial Group provides discretionary portfolio management and financial planning to individual investors, qualified retirement plans, businesses, estates, and trusts. The firm manages approximately $68 million in assets across about 835 client relationships, using asset-allocation strategies informed by third-party research and Morningstar-style analytics.
CFP®, Series 65
Superior, WI
JMR Financial Group
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.
Series 63
Duluth, MN
Haldorson & Pincombe Investment Advisors Inc.
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.
Series 65
Duluth, MN
Midwest Professional Planners, Ltd.
Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Midwest Professional Planners, he worked in the construction sector and with the Northern Door and Hardware company. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of advisors. The firm employs discretionary, model-driven portfolio management, offers comprehensive financial planning, and provides specialized services such as business consulting and retirement-plan consulting.
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