Advisor at Van Clemens Wealth 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
Van Clemens Wealth Management, LLC
Location
Minneapolis, MN 55402
Credentials
CFP®, Series 66
Industry experience
3 years
Based on Van Clemens Wealth Management, LLC
Based on Van Clemens Wealth Management, LLC
Based on Van Clemens Wealth Management, LLC
Fixed fees for financial planning services ($0 to $20,000); flat or fixed fees for retirement plan consulting up to $10,000
$0+: Up to 2% annually, negotiable; flat or tiered fees possible $0+: RBC wrap fees from 0.10% to 0.45% depending on account size $0+: Orion TPM fee: 0.15% wrap fee plus model strategist fees $0+: Vise TPM fee embedded in advisory fee; Vise long-short model with total fees up to 3%
Commissions earned from sale of securities and insurance products through affiliated broker-dealer and insurance agency
Ongoing monthly planning services fees between $100 and $1,000 billed in advance
Minimum fee: Retirement Plan Consulting Services minimum annual fee up to $2,500 Fee-only: Fixed financial planning fees ranging from $0 to $20,000; ongoing monthly planning fees from $100 to $1,000 per month
900 2 Nd Avenue South, Suite 1500
Minneapolis, MN 55402
Minnesota · North Dakota
Van Clemens & Co. Incorporated
2023 - Present (3 years)
Van Clemens Wealth Management
2023 - Present (3 years)
Financial Advisor Training Institute
2022 - Present (4 years)
WBI Energy, Inc.
1999 - 2022 (23 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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