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Advisors near 55734
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Paul M
CFP®, ChFC®, Series 63, Series 65
Eveleth, MN
Due North Financial, LLC
Paul Muhich is a CFP® and ChFC® with 29 years of industry experience. He is the sole advisor at Due North Financial, LLC, where he has worked since 2016. Muhich serves as a commissioner on the City of Eveleth Planning Commission and performs as a vocal soloist for various churches in Minnesota. Due North Financial, LLC provides discretionary asset management and financial planning primarily for individual clients, as well as charitable organizations and some corporate clients. The firm utilizes documented investment programs with fundamental and technical analysis, employs third-party model portfolios and sub-advisors, and maintains an active insurance practice alongside its advisory services.
Andrew R
Series 65
Virginia, MN
Northland Capital Management
Andrew Rogers is a financial advisor at Northland Capital Management with a Series 65 designation and four years of industry experience. Prior to joining Northland Capital Management in 2021, he worked for Cleveland-Cliffs Northshore Mining Company for 14 years. Northland Capital Management is a fee-only investment advisory firm managing model-based portfolios primarily using ETFs and mutual funds, with a focus on value-style equities. The firm serves a diverse client base, including pension plans, and offers both standard and ESG model portfolios with regular portfolio reviews and performance reporting.
Julie J
Series 65
Virginia, MN
Northland Capital Management
Julie Johnson is a financial advisor at Northland Capital Management with nine years of industry experience. She holds a Series 65 designation and has been with Northland Capital Management since 2016. Northland Capital Management is a fee-only investment advisory firm that manages discretionary portfolios using a top-down, model-portfolio approach with allocations from Conservative to All Equity. The firm serves a diverse client base, including pension plans, and emphasizes value-style equities, offering both standard and ESG model portfolios primarily through ETFs and mutual funds.
Christopher E
Series 63, Series 65
Virginia, MN
Northland Capital Management
Christopher Erickson is a financial advisor at Northland Capital Management with 15 years of industry experience. He has been with Northland Capital Management since 2008. Erickson holds Series 63 and Series 65 designations. Northland Capital Management is a fee-only investment advisory firm that manages discretionary portfolios and provides limited financial planning and consulting. The firm employs a top-down, model-portfolio approach with allocations ranging from conservative to all equity, primarily using ETFs and mutual funds with a focus on value-style equities.
Scott B
Series 63, Series 65
Biwabik, MN
Commonwealth Financial Network
Scott Brandt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at John Hancock from 2008 to 2023 and has been affiliated with both Commonwealth Financial Network and Opus 111 Group since 2024. Outside of his advisory work, he has served as an ice rink attendant for the City of Aurora Recreation Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.
Crystal S
Series 66
Virginia, MN
Edward Jones
Amber H
Series 66
Virginia, MN
Edward Jones
Andrew B
Series 66
Virginia, MN
LPL Financial
Andrew Bird is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2025 and also operates Bialke Financial Partners. Prior to his advisory career, he held various roles including positions in education and the restaurant industry. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and lending services.
Christopher B
Series 63
Virginia, MN
LPL Financial
Christopher Bialke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He worked at Lincoln Financial Advisors for 20 years before joining LPL Financial and American Bank of the North in 2020. Outside of his advisory role, he is involved in managing real estate rental activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Jeremy B
CFP®, Series 66
Virginia, MN
LPL Financial
Jeremy Bateman is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial in Duluth, MN. He previously worked at Lincoln Financial Advisors Corporation and American Bank of the North. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.
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Advisors near 55734
Out of 400,000+ nationwide