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Advisors / Minnesota / Duluth
4yrs

Neil Larson

Financial advisor at Commonwealth Financial Network

Based in Duluth, Minnesota, Neil Larson is a fiduciary financial advisor with 4 years of industry experience. Neil has been with Commonwealth Financial Network since 2022. Neil holds the CFP® designation.

One of 146 advisors with offices in Duluth, and one of 135 fiduciaries.

Duluth, MN 55802CFP®Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office324 West Superior Street Suite 1000, Duluth, MN 55802
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now

Questions to ask Neil

Tailored to Neil’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Neil

How do I contact Neil?

Call Commonwealth Financial Network at (781) 736-0700 and ask for Neil Larson. Neil works from the Duluth, MN office.

How long has Neil been a financial advisor?

Neil has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Neil hold?

Series 65. Tap any license on this page to see what it allows.

Is Neil a fiduciary?

Neil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Neil paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Neil for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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