Advisor at Wilkinson 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
Wilkinson Capital Management, LLC
Location
St. Paul, MN 55127
Credentials
Series 63, Series 65
Industry experience
23 years
James Wilkinson is the principal of Wilkinson Capital Management, LLC, an independent investment advisory firm based in St. Paul, MN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including prior roles at Merrill Lynch and Bank of America. Wilkinson has managed his own advisory business since 2016. Wilkinson Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, customized portfolio construction using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis tailored to client goals and risk tolerance.
Based on Wilkinson Capital Management, LLC
Based on Wilkinson Capital Management, LLC
Fixed fees for financial planning based on expected hours at negotiated hourly rate.
0.50% to 1.50% annually (based on factors such as complexity, asset level, relationship)
Available separately through Mr. Wilkinson's registered representative capacity at LPL Financial; commissions earned are separate from advisory fees.
Up to $300 per hour for financial planning services.
Fee-only: Investment advisory fees from 0.50% to 1.50% annually, paid quarterly in advance; fees may be negotiable.
4517 Allendale Drive
St. Paul, MN 55127
Minnesota · Texas · Wisconsin
Wilkinson Capital Management, LLC
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 years)
Bank Of America N.A.
2012 - 2016 (4 years)
Merrill
2008 - 2016 (8 years)
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Is 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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