JNBA Financial Advisors
324 W Superior Street • Suite 200 • Duluth, MN 55802
(P) (218) 249-0044
Brian Resch/Richard S. Brown
Investor Members, Consultants, Succession, Cash Flow, Strategic Planning, Financial Planning, Facilitation, Other
JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in goal-directed asset management and financial planning for individuals, families and organizations. Founded more than 34 years ago by Judith N. Brown, the firm was built on a simple yet revolutionary realization: Anyone paid to sell investment products cannot be an objective advocate for a client. As an independent Registered Investment Advisor (RIA), JNBA is held to a strict fiduciary duty being legally bound to act in a client’s best interest at all times. The firm charges a simple fee for its services based on assets managed with no hidden costs or commissions.
Today, JNBA is led by CEO Richard S. Brown and President Kim Brown, Judi’s son and daughter-in-law, with offices in Duluth and Bloomington, Minnesota. Under their leadership, the firm has consistently achieved a 95 percent client retention rate since it began tracking in 2001. As one of the area’s premier wealth management firms, their advisory teams champion a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate.
- Cash Flow
- Strategic Planning
- Financial Planning
- Facilitation of planning in six key areas:
- Financial Position
- Tax Planning
- Retirement Planning
- Risk Management
- Estate/Legacy Planning
- Investment Management
"2016 Top State for Business"
"Minnesota lands back in top 10 of tech-business rankings"
"#1 State for Quality of Life"
"Fastest-Growing State for Technology Jobs"
"Among the Top 10 Most Innovative States"
"Among the Top 15 Best States for Doing Business"
"#3 in Overall Healthcare"
U.S. News & World Report