Duluth Financial Advisors
JNBA has been serving individuals and families with wealth management services in Duluth, MN, for over a decade. At JNBA, our fiduciary financial advisors are dedicated to always putting your best interests first, a commitment reflected in our 97% client retention rate since 2001. Connect with us today by filling out the form or giving us a call to explore how we can help you achieve your financial goals.
Phone: 218.249.0044
Address: 324 West Superior St., Suite 200
Duluth, MN 55802
Phone Call Hours:
Monday–Thursday: 8:30 AM – 4:30 PM
Friday: 8:30 AM – 3:30 PM
Saturday–Sunday: Closed
Meeting Hours: By appointment only.
A Fiduciary Financial Advisor That Puts Your Interests First
JNBA provides personalized financial planning support for all life stages, whether you’re approaching retirement, navigating a career transition, legacy planning, or simply seeking a trusted financial partner. As a fee-only firm, we won’t try to sell you products, and you can trust that our guidance is always centered on your best financial interests.
As a locally rooted fiduciary, we’ve earned the trust of clients across the Duluth area by delivering transparent advice, attentive service, and a disciplined planning and investment approach. With JNBA, you gain a long-term partner who evolves with you, offering support and insight through every chapter of your financial journey.
Our suite of wealth management services includes
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning Strategies
- Legacy Planning Guidance
- Charitable Giving Strategies
- Evaluating Insurance Options
Looking for financial guidance that aligns with your unique path? Schedule a no-obligation call with one of our Duluth advisors.
Duluth, MN Financial Advisory Team

Richard S. Brown
Chairman & Chief Executive Officer

Kim Brown
President

Cärin Viertel
Managing Director

John Foster, PPC®
Senior Advisor – Investment Strategist

Stephanie Rossi, CFP®
Senior Advisor

Nick Scheibel, CFP®
Senior Advisor

Luke Traxler, CFP®
Advisor