Advisor at Commonwealth Financial Network
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Firm
Commonwealth Financial Network
Location
New Brighton, MN 55112
Credentials
Series 63, Series 65
Industry experience
5 years
Jeffrey Brannon is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Equitable Advisors, LLC, Pure Hockey, and FPS Financial, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
919 Old Highway 8 Nw, Suite 400
New Brighton, MN 55112
Minnesota
Commonwealth Financial Network
2024 - Present (2 years)
FPS Financial, Inc.
2024 - Present (2 years)
Pure Hockey
2021 - 2022 (1 year)
Equitable Advisors, LLC.
2020 - 2024 (4 years)
Unemployed
2020 - 2020 (1 year)
Dispatch
2019 - 2020 (1 year)
Bethel Wellness Center
2018 - 2020 (2 years)
Abbott Label
2018 - 2018 (1 year)
Bethel University
2017 - 2018 (1 year)
Abbott Label
2017 - 2017 (1 year)
Bethel University
2016 - 2017 (1 year)
Mr. Jims
2016 - 2016 (1 year)
Abbott Label
2016 - 2016 (1 year)
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.
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.
Is not active or affiliated with:
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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