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Ryan Jones Casey

Advisor at Natural Investments

Updated today

Location

Duluth, MN

Credentials

Series 66

Industry experience

15 years

Client services

Based on Natural Investments

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Natural Investments

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy General estate planning guidance

Occupation focus

Based on Natural Investments

Founder/Business Owner

Demographic focus

Based on Natural Investments

Women Professionals African Americans/Black Gen Y/Millennials (Born 1980-1995) Values-based investing

Fee options

Percentage

$0 - $200,000: 1.35% $200,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $15,000,000: 0.85% $15,000,000 - $20,000,000: 0.65% $20,000,000+: 0.55%

Project-based

Hourly investment consulting available; financial planning fees may be hourly

Subscriptions

Retainer fees for ongoing financial planning services billed quarterly in arrears, negotiable

Other

Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 Fee-only: Financial planning fees are billed hourly, project-based, or on retainer, negotiable per client and advisor

Location

Duluth, MN

Most active in

Minnesota · Washington

Work history

Natural Investments

2016 - Present (10 years)

Kms Financial Services Inc

2010 - 2016 (6 years)

Disclosures

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

Business activities & affiliations

user avatar

Tyler M

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.

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

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

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.

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

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.

Active portfolio management Life insurance needs analysis
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Joseph F

Series 65

Duluth, MN

Midwest Professional Planners, Ltd.

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.

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

CFP®, Series 63, Series 65

Duluth, MN

Cahill Financial Advisors, Inc.

Benjamin Setterlund is a CFP® professional with 24 years of industry experience. He has worked at Cahill Financial Advisors, Inc. since 2020 and previously held roles at North Star Consultants, Inc., Minnesota Life, CRI Securities, LLC, and Securian Financial Services, Inc. He is based in Duluth, MN. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its advisory platform.

Retirement income strategy Executive Founder/Business Owner
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