Juhl Halvorson | Investment & Wealth | Duluth, MN | U.S. Bancorp Wealth Management

Juhl Halvorson

Wealth Management Trust Advisor
U.S. Bank
CFP professional®

218.723.2894

Primary Office
130 W Superior St
Duluth, MN 55802

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About Me

It is my pleasure to serve the financial needs of people in the Duluth, Superior and Northern Minnesota areas. I started in the financial industry in 1998 and became a Wealth Management Trust Advisor in 2014. I hold a Bachelor of Arts degree from Saint Olaf College in Northfield, Minnesota and a Juris Doctorate degree from the William Mitchell College of Law in Saint Paul, Minnesota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time being a member of the Rotary club of Duluth Harbortown, and I also serve on the board of the Robert Hermans Scholarship Fund. In my free time, I enjoy traveling and spending time with my family.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.