Top financial advisors in Duluth, MN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Duluth, MN when you're navigating complex income planning, especially given the area's relatively high taxes and strong social services. Without careful planning, you could face unexpected tax burdens that reduce your overall financial security.
- Local tax knowledge. Confirm how they incorporate Duluth and Minnesota tax rules into your income strategy to avoid surprises.
- Income timing strategies. Ask how they help manage when and how you receive income to optimize tax outcomes.
- Social service integration. See if they consider available social programs that might affect your financial plan.
- Experience with regional markets. Ensure they understand Duluth's economic environment and how it impacts your investments and income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David L
Series 63, Series 65
Duluth, MN
Raymond James & Associates
David Letourneau offers extensive expertise in general retirement planning and wealth management, well-suited for navigating Duluth's complex income and tax environment. With 39 years of experience at a large firm, he provides flat-fee and hourly planning options, serving a diverse client base including executives and business owners, which distinguishes him from other local advisors.
Experience: 39 years
Avg account: $788,879
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Kyle N
Series 63, Series 65
Duluth, MN
Transamerica Retirement Advisors, LLC
Kyle Ness offers extensive expertise in retirement income strategy and income planning, crucial for navigating Duluth's tax environment and social services. Affiliated with Transamerica Retirement Advisors, a large firm with 301 advisors, he leverages Morningstar's investment tools and charges up to 0.45% annually, providing a seasoned approach with 27 years of experience that may differ from smaller or less specialized firms.
Experience: 28 years
Avg account: $82,021
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Tyler M
Series 65
Duluth, MN
Maris Wealth Management LLC
Tyler Madill offers expertise in general tax planning and retirement plans for business owners, which is crucial for managing Duluth's tax environment and income timing strategies. His firm, Maris Wealth Management, supports small business retirement plan setup with flat fees and integrates tax preparation and business consulting, providing a comprehensive approach compared to advisors focusing solely on investment management.
Experience: 6 years
Avg account: $73,413
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Kevin P
Series 66
Duluth, MN
Thrivent Investment Management
Kevin Pilon in Duluth, MN, brings nine years of experience and a Series 66 designation, working with Thrivent Investment Management, a large firm known for Dedicated Planning Services and integrated managed-account programs. His expertise in business ownership considerations and involvement in local financial and property planning through his parish role may offer valuable insights into regional tax and income strategies compared to other advisors.
Experience: 10 years
Avg account: $162,801
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Nicholas G
Series 66
Duluth, MN
Edward Jones
Nicholas Garramone's 12 years of experience at Edward Jones equip him to navigate Duluth's complex income planning challenges, including local tax considerations and wealth transfer strategies. His affiliation with a large firm managing over $1 trillion in assets offers access to diverse investment strategies, while his Series 66 designation and community role as a high school baseball coach provide a unique local perspective compared to other advisors.
Experience: 13 years
Avg account: $246,728
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