Advisor at BlackRock Investment 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
BlackRock Investment Management, LLC
Location
Minneapolis, MN
Credentials
Series 63, Series 65
Industry experience
11 years
John Dylan Romann is a financial advisor at BlackRock Investment Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Invesco, Grayscale, and Stadion Money Management. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional separate accounts, private funds, pension plans, corporations, and high-net-worth individuals. The firm offers active, index, and model-based strategies supported by centralized risk and portfolio technology, and maintains a notable municipal advisory capability through its banking affiliate.
Based on BlackRock Investment Management, LLC
Based on BlackRock Investment Management, LLC
$0 - $1,000,000: 0.35% $1,000,000 - $3,000,000: 0.30% $3,000,000 - $5,000,000: 0.25% $5,000,000 - $10,000,000: 0.22% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%
Certain BlackRock Private Funds and Institutional SMAs may charge performance-based fees or allocations, as described in Item 6. Fees and allocations can be fixed, fixed plus performance, or performance only, with certain fixed fees paid upfront. Performance-based fees may be charged quarterly, annually, or upon withdrawal/redemption.
Account minimum: $100,000 (Private Market SMA Strategies); $250,000 (Dual Contract SMA Program accounts generally for equity and fixed income accounts); $500,000 (Minimum account size for Premium Access Strategies accounts managed by BIM) Minimum fee: Dual Contract SMA Program accounts generally are subject to a minimum fee determined by applying the fee schedule to the applicable minimum account size.
Minneapolis, MN
Illinois · Minnesota · New Jersey
BlackRock Investments LLC
2025 - Present (1 year)
BlackRock
2025 - Present (1 year)
Grayscale Operating, LLC
2025 - 2025 (1 year)
Grayscale Securities, LLC
2024 - 2025 (1 year)
Grayscale Advisors, LLC
2024 - 2025 (1 year)
Foreside Fund Services, LLC
2024 - 2024 (1 year)
Grayscale Investments, LLC
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
Invesco
2018 - 2023 (5 years)
Alps Distributors Inc.
2017 - 2017 (1 year)
Stadion Money Management
2014 - 2017 (3 years)
Alps Distributors Inc.
2014 - 2016 (2 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.
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.
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.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
Minnetonka, MN
Longship Advisers, LLC
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
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