Advisor at Prevail Financial Partners, 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
Prevail Financial Partners, LLC
Location
Bayport, MN 55003
Credentials
CFP®, Series 63
Industry experience
31 years
Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.
Based on Prevail Financial Partners, LLC
Fixed fees ranging from $800 to $3,000 per project or annually for retainers
$0 - $100,000: 1.50% $100,001 - $999,999: 1.15% $1,000,000 - $1,999,999: 0.90% $2,000,000+: 0.70%
$275 per hour
Account minimum: $250,000.00 Fee-only: Hourly fees of $275 per hour; Fixed fees from $800 to $3,000 per project or annually for retainers
342 Fifth Avenue N., Suite 150
Bayport, MN 55003
Minnesota · Texas · Wisconsin
Prevail Financial Partners, LLC
2019 - Present (7 years)
Ameriprise Financial Services, Inc.
2008 - 2019 (11 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.
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