Advisor at Valor Wealth 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
Valor Wealth Management LLC
Location
Fridley, MN
Credentials
Series 63, Series 65
Industry experience
14 years
James Mehrman is a financial advisor at Valor Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Investment Councel LLC and Trailhead Cycling. Outside of advising, he was involved with Valor IT Deployment Solutions LLC for nine years. Valor Wealth Management is an independent registered investment adviser serving individuals, corporations, charities, and pension or profit-sharing plans. The firm offers discretionary portfolio management and financial planning, focusing on customized portfolios primarily composed of exchange-traded funds, stocks, and bonds tailored to clients’ objectives and risk tolerances.
Based on Valor Wealth Management LLC
$0 - $250,000: 2% $250,000.01 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.4% $1,000,000.01 - $5,000,000: 1.25% $5,000,000.01+: 1%
Account minimum: $250,000
Fridley, MN
Minnesota · Wisconsin
Trailhead Cycling
2017 - 2021 (4 years)
Valor Wealth Management LLC
2016 - Present (10 years)
The Investment Councel Llc
2015 - 2016 (1 year)
Valor IT Deployment Solutions LLC
2015 - 2024 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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CFA®
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