Advisor at True Vision Financial Advisors
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
True Vision Financial Advisors
Location
Woodbury, MN 55125
Credentials
CFP®
Industry experience
8 years
Christine Thomas is a CFP® professional with seven years of experience in financial advising. She is currently with True Vision Financial Advisors and has previously worked at Berger Financial Group and Cambridge Investment Research Advisors, Inc. Outside of advising, she is the owner and president of MY BOOK, LLC, a publishing company focused on self-help topics, and also works as an independent consultant selling cleaning products. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships using a long-term investment approach that incorporates fundamental, technical, and cyclical analysis, employing a range of investment vehicles and customized portfolio strategies.
Based on True Vision Financial Advisors
Initial fixed financial planning fees range from $2,500 to $5,000.
$0+: 0.30% annually +: up to 1.50% annually
Certain advisory persons receive commissions separately as registered representatives and insurance professionals; however, the firm itself does not charge commission-based fees.
Hourly financial planning fees range from $285 to $500 per hour.
Fee-only: Investment advisory fees range from 0.30% to 1.50% annually based on assets and services provided.
7616 Currell Boulevard, Suite 220
Woodbury, MN 55125
Minnesota
True Vision MN LLC
2023 - Present (3 years)
Berger Financial Group
2020 - 2023 (3 years)
Cambridge Investment Research Advisors
2018 - 2020 (2 years)
Berger Financial Group
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
Series 66
Woodbury, MN
VIP Financial Associates
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Series 66
Saint Paul, MN
Clanton Financial Partners, LLC
ChFC®, Series 63, Series 65
White Bear Lake, MN
Thompson Financial Transitions Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")