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

Juhl Halvorson

CFP®
Wealth Management Trust Advisor
U.S. Bank

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.