About our office

The Duluth team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with wealth builders, retirees and business owners; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Advisor

Juhl Halvorson

Private Wealth Advisor
218-723-2894

Bio page Contact Juhl

Our leadership

“I am passionate about helping our team members take care of our clients in the best way possible.”

 

– Amit Poddar, Northern Regional Executive

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Minnesota, we've provided $31 million in U.S. Bank Foundation and corporate giving and 168,000 in volunteer hours. Our Duluth team is actively involved in providing support through United Way, Lifehouse, Rotary and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Investing in real estate: 4 ways to diversify your portfolio

From your home and rental properties to REITS and mortgage-backed securities, here are few things to consider as you explore real estate investment opportunities.

Read article

5 factors that can affect business valuation

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.