Financial advisors and lenders · Minnesota

Financial advisors and lenders in Duluth, MN

115 financial advisors in Duluth with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Duluth list freeSee a sample
115
businesses
100%
have a phone number
30%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Duluth

Twelve of the 115 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Braden UndelandFinancial Service; Legal Service—Yes(218) •••-••••Available
Michele LeMire - Raymond JamesFinancial Planner—Yes(218) •••-••••Available
National Bank of CommerceBank; Financial Service; Legal Service—Yes(218) •••-••••Available
Payday AmericaBank; Check Cashing Service; Financial Service—Yes(218) •••-••••Available
Dwight Swanstrom InsuranceFinancial Service; Legal Service; Insurance Agency—Yes(218) •••-••••Available
Edward Jones - Financial Advisor: Daniel K Elnes, AAMS®Financial Service; Legal Service—Yes(218) •••-••••Available
Hartley Trust OfficeFinancial Planner—Yes(218) •••-••••Available
Anne Scherer The Tax LadyFinancial Service; Legal Service—Yes(218) •••-••••Available
Rice Lake Insurance AgencyFinancial Service; Legal Service—Yes(218) •••-••••Available
Licari Larsen & Co.Financial Service; Legal Service—Yes(218) •••-••••Available
Karla Mitchell - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(218) •••-••••Available
We Give LoansBank; Financial Service; Legal Service—Yes(218) •••-••••Available

Showing 12 of 115. Data refreshed October 2026.

The market

What Duluth's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 115 have no rating yet — prime prospects for review and reputation services.
9 (8%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service45
  • Financial Planner23
  • Financial Service; Legal Service; Business Service12
  • Financial Service; Legal Service; Insurance Agency6
  • Loans Agency5
  • Insurance Agency; Financial Service; Legal Service5

Area codes

  • (218)110
  • (800)2
  • (660)1
  • (208)1
  • (612)1
Playbook

How to sell to financial advisors in Duluth

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Duluth financial advisors leads

How many financial advisors and lenders in Duluth, MN are in the database?
115 financial advisors and lenders in Duluth, MN, as of October 2026. 115 of them have a phone number and 35 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Duluth list of 115 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Minneapolis, MNSaint Paul, MNRochester, MNBurnsville, MNEden Prairie, MNBloomington, MNEdina, MNMaple Grove, MNAll financial advisors and lenders →

Other businesses in Duluth

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Duluth →

Start calling Duluth financial advisors today

25 free credits, no card. Search "financial advisors in Duluth" and unlock your first 25 contacts.

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