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Find Retirement Advisors for Retirement Planning in Duluth, Minnesota

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Duluth, Minnesota

Last Updated - July 7, 2024

Duluth has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Duluth, Minnesota have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Duluth, Minnesota

advisor-photo
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Shaun Marline
Marline & Associates LLC Wealth Management

Qualifications
CRD# 4645930
Firm CRD# 6413

Minimum Assets Required
$50,000

Advisory Services:

Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services.

Compensation/Fee

Not Specified

Top 3 Retirement Planning firms in Duluth, Minnesota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SOLPACIFIC, LLC
202 W. Superior St., Ste. 721
Duluth, MN, 55802-1915
$172,676,48527
Performance Based
2
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
5161 Miller Trunk Highway,
Duluth, MN, 55811
$32,501,09013
A Percentage of AUM
3
WHEELER RETIREMENT PLANS LLC
324 West Superior Street, Suite 1000
Duluth, MN, 55802
$001
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Duluth, Minnesota

QualificationsFirm CRD# 315184

Assets Under Management $172,676,485

No. Of Clients2

Clients Per Financial Advisor0

SOLPACIFIC, LLC is a financial advisory firm situated in Duluth, Minnesota. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 113086

Assets Under Management $32,501,090

No. Of Clients1

Clients Per Financial Advisor0

FIRST ASSOCIATED INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Duluth, Minnesota. With a nearly $33M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
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QualificationsFirm CRD# 327889

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

WHEELER RETIREMENT PLANS LLC is a financial advisory firm situated in Duluth, Minnesota. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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