Advisor at Wagner Road Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wagner Road Capital Management, LLC
Location
St. Paul, MN
Credentials
Series 65
Industry experience
7 years
Andrew Wagner is the principal advisor at Wagner Road Capital Management, LLC in St. Paul, MN. He holds a Series 65 designation and has seven years of industry experience. Prior to founding his firm in 2018, he worked at St Clair Properties and Mauldin Economics. Outside of his advisory role, Wagner serves as a volunteer manager at Free Geek Twin Cities, a nonprofit focused on addressing the digital divide and electronic waste. Wagner Road Capital Management provides discretionary investment management and consulting services to individuals, trusts, estates, and other entities. The firm employs a bottom-up fundamental analysis approach to build concentrated, long-only equity portfolios primarily focused on U.S. businesses, avoiding leverage and derivatives, and maintains a small client base with personalized governance.
Based on Wagner Road Capital Management, LLC
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $20,000 Fee-only: Investment consulting flat fee between $12,000 and $24,000 annually, billed monthly
St. Paul, MN
Minnesota
Wagner Road Capital Management, LLC
2018 - Present (8 years)
St Clair Properties
2017 - 2018 (1 year)
Mauldin Economics
2013 - 2016 (3 years)
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Other specialized services
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Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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