Offices > Location

Fiduciary Financial Advisors in Duluth, MN

309 West Superior Street

Duluth, MN 55802

(218) 628-3135

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, CFP^®, CRPS^®

CEO, Financial Advisor

Brian Resch, CRPS^®, AIF^®

Managing Partner and Financial Advisor

Joe Faust

Financial Advisor

Brady Neumann

Financial Advisor

Kara Proctor, MBA, CFP^®

Financial Advisor, Vice President Financial Planning

Cory Wokasch

Financial Advisor

Jesse Dunsmoor, CFA^®

Portfolio Manager & Vice President Investments

Sebastian Sullivan

Investment Research Analyst

Jacob Bennett

Financial Planning Associate

Mikilia (Kayla) Carroll

Client Service Associate

Nicole Graham

Client Service Team Leader

Emily McArthur

Client Service Associate

Nicole Wess

Client Service Associate

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.

        Posted on Google  
   Laura Goldberg 
 17 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
     Posted on Google  
   Jana Pastika 
 30 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. I’m always pleased with Cory and MPPL Financial’s work on my behalf. They consistently get good results. I highly recommend them.
  
 
     Posted on Google  
   Susan W 
 18 May 2026
 
 
 Trustindex verifies that the original source of the review is Google. I've worked with MPPL personally and professionally.  The folks here enjoy what they do and are engaged with their work and their clients.  They're able to explain things in the most simple terms to clients, but they also explore complex or novel approaches where appropriate.  Their creativity and professionalism make them a great group to work with.
  
 
     Posted on Google  
   Doris Mehlberg 
 15 May 2026
 
 
 Trustindex verifies that the original source of the review is Google. MPPL has advised our retirement planning so very well. Providing the financial guidance over the years that we did not posses, their knowledge has guided us into a comfortable retirement. We recommended MPPL to lifelong friends; they have thanked us many times.
  
 
     Posted on Google  
   Darin Albrecht 
 8 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
     Posted on Google  
   Steve Gulbrandsen 
 22 March 2026
 
 
 Trustindex verifies that the original source of the review is Google. We have been clients for a number of years, and came to MPPL after experience with several other firms. The professionalism, genuine concern over our needs and communication have all been absolutely stellar. While portfolio returns have been excellent, the thing that really sets them above the competition is thorough and timely communication combined with concern over all aspects of our financial situation beyond just investments. This "total picture" planning has given us tremendous peace of mind. In the past, our experiences have revolved around an emphasis on being sold a specific product. Scott and the team at MPPL are more focused on helping us to make fully informed choices. We feel far more confident and secure in our retirement plan than ever before. We cannot recommend them any more highly.
  
 
 
 
   Google rating score: 5.0 of 5, based on 20 reviews

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.

MPPL Financial Awards & Recognition

MPPL Financial Named Best of the Best Financial/Wealth Advisor in the Northland*

*Duluth News Tribune nominated Midwest Professional Planners ("MPPL") for this recognition. Financial professionals in the Northland were nominated by the public and firm employees with the top 5 nominees being named finalist. There was no compensation (cash or non-cash) in connection with the award. The rating was given on 9.16.2026 for the prior 12-month period. The recognition should not be construed by a client or prospective client as a guarantee to experience a certain level of results; a current or past endorsement if MPPL is engaged.

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.

Fiduciary Financial Advisors in Duluth, MN

Our Team

Services Offered in Duluth, MN

Financial Planning

Investment Management

Retirement Enhancer

Divorce Financial Planning

Business Solutions

Read Reviews from Our Duluth Clients

Why MPPL in Duluth

Fiduciary Financial Advice

35+ Years of Experience

Complete Wealth Management

MPPL Financial Awards & Recognition

Frequently Asked Questions

Are you a fiduciary?

What happens in the first meeting?

Why work with a Duluth financial advisor instead of a national firm?

Is there a minimum to work with MPPL Financial in Duluth?

What makes your financial planning stand out?

Do you work with business owners in the Duluth, MN–Superior, WI area?