Advisor at Midwest Financial Partners
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
Midwest Financial Partners
Location
St. Cloud, MN 56301
Credentials
Series 66
Industry experience
14 years
Jamie Schrupp is a financial advisor at Midwest Financial Partners with 14 years of industry experience. He holds the Series 66 designation and has worked at Midwest Financial Partners since 2015 and Voya Financial Advisors since 2014. Outside of advising, Schrupp serves as an independent insurance agent and participates in strategic planning as a personal financial advisor to the owners of a manufacturing company. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm combines financial planning with discretionary portfolio management using a range of investment vehicles and operates alongside related family office entities that offer trustee, bill-pay, and tax-preparation services.
Based on Midwest Financial Partners
$0 - $250,000: 1.26% $250,001 - $500,000: 1.02% $500,001 - $1,000,000: 0.99% $1,000,001 - $2,000,000: 0.78% $2,000,001 - $5,000,000: 0.71% $5,000,001 - $10,000,000: 0.75% Over $10,000,000+: 0.75%
Not specifically detailed in brochure
912 West Saint Germain Street, Suite #300
St. Cloud, MN 56301
Minnesota
Midwest Financial Partners Investments, Inc
2015 - Present (11 years)
Voya financial Advisors
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
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ChFC®, Series 63
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Lone Peak Advisers
Series 66
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Lfa
Series 63
St. Cloud, MN
Lfa
CFP®, Series 63, Series 65
St. Cloud, MN
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