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Fiduciary Financial Advisors in Duluth, MN

309 West Superior Street
Duluth, MN 55802
(218) 628-3135
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Fiduciary Financial Advisors in Duluth, MN

MPPL Financial is proud to serve individuals, families, retirees, and business owners throughout the Duluth, MN–Superior, WI area. As an independent, registered investment advisor, we are legally and ethically committed to putting our clients’ best interests first, providing objective advice and personalized strategies designed around their unique goals.

Our Duluth team offers comprehensive financial planning, retirement planning, investment management, and divorce financial planning, along with specialized advisory services for business owners. Whether you’re preparing for retirement, navigating a major life transition, or seeking greater confidence in your financial future, we’re here to help.

Our Team

We believe collaboration leads to better outcomes. That’s why clients benefit from the collective expertise of advisors and specialists across MPPL Financial who work together to provide thoughtful guidance and personalized service.
Scott Wallschlaeger

Scott Wallschlaeger, CFP®, CRPS®

CEO, Financial Advisor
Brian Resch

Brian Resch, CRPS®, AIF®

Managing Partner and Financial Advisor

Joe Faust

Financial Advisor
Brady Newmann

Brady Neumann

Financial Advisor
Cara Proctor

Kara Proctor, MBA, CFP®

Financial Advisor, Vice President Financial Planning
Cory Wokasch

Cory Wokasch

Financial Advisor
Jesse

Jesse Dunsmoor, CFA®

Portfolio Manager & Vice President Investments
Sebastian Sullivan

Sebastian Sullivan

Trader/Investment Analyst

Jacob Bennett

Financial Planning Associate

Mikilia (Kayla) Carroll

Client Service Associate
Nicole Neylon

Nicole Graham

Client Service Team Leader

Emily McArthur

Client Service Associate

Nicole Wess

Client Service Associate
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Services Offered in Duluth, MN

Financial Planning

For Duluth, MN–Superior, WI area families building or preserving wealth.

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Investment Management

Customized tax-smart portfolios that align with your overall financial plan.

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Retirement Enhancer

For Duluth, MN–Superior, WI area professionals 5 years from retirement, or recently retired.

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Divorce Financial Planning

For individuals contemplating or going through a divorce in the Duluth, MN–Superior, WI area.

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Business Solutions

For privately held businesses across Eastern Minnesota and Northern Wisconsin — corporate retirement plans, executive benefits, and exit planning.

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Read Reviews from Our Duluth Clients

For more than 35 years, MPPL Financial has proudly served individuals, families, and business owners with trusted financial guidance. See what clients are saying about their experience working with our team.
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Clients were not compensated for providing their review. The opinions expressed by clients are not endorsed by MPPL Financial and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Midwest Professional Planners is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences nor is it indicative of future performance or success.

Why MPPL in Duluth

Fiduciary Financial Advice

As an independently owned registered investment advisor and fiduciary, we are legally obligated to put your interests first. We provide fee-only financial planning and investment management without the conflicts that can come from broker-dealer ownership.

35+ Years of Experience

MPPL Financial has helped individuals, families, and businesses navigate important financial decisions since 1990. Today, we bring that experience and fiduciary commitment to clients in the Duluth, MN and Superior, WI communities through a local, relationship-focused team.

Complete Wealth Management

Where many local firms specialize in one service line, MPPL delivers comprehensive financial planning, investment management, retirement planning, divorce financial planning, and business solutions under one roof.

Frequently Asked Questions

Yes. MPPL Financial is a fiduciary financial advisory firm and independent registered investment advisor. That means we are legally and ethically obligated to act in your best interest at all times.

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