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Justin Munger

Advisor at VIP Financial Associates

Updated today
VIP Financial Associates logo

Firm

VIP Financial Associates

Location

Woodbury, MN 55125

Credentials

Series 66

Industry experience

16 years

About

Justin Munger is a financial advisor at VIP Financial Associates with 16 years of industry experience. He has worked at Premier Capital Management, LLC dba VIP Financial Associates since 2016 and previously at Sawtooth Solutions LLC. In addition to his advisory role, Munger is an independent life and health insurance agent licensed in Minnesota and Wisconsin and owns a pet sitting and cleanup services business. VIP Financial Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm’s investment process focuses on individualized asset allocation and uses a combination of fundamental and technical analysis, relying on third-party model managers and ongoing portfolio monitoring.

Client services

Based on VIP Financial Associates

Financial planning Portfolio management Selection of other advisers

Expertise

Based on VIP Financial Associates

General retirement planning Cash flow / budgeting

Fee options

Percentage

Less than $1,000,000 - $1,000,000: 1.00% to 1.50% $1,000,000 - $2,000,000: 0.90% to 1.40% $2,000,000 - $3,000,000: 0.80% to 1.30% $3,000,000 - $5,000,000: 0.70% to 1.20% Above $5,000,000+: 0.60% to 1.10%

Location

6053 Hudson Rd., Suite 201

Woodbury, MN 55125

Most active in

Minnesota · Wisconsin

Work history

Premier Capital Management, LLC dba VIP Financial Associates

2016 - Present (10 years)

Sawtooth Solutions LLC

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Samuel S

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.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Peter O

Series 63, Series 65

Maplewood, MN

MPM Financial Corporation

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management
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Paula L

Series 63, Series 65

St Paul, MN

Ramsey Hill Asset Management LLC

Passive / index investing Active portfolio management
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Britt C

Series 66

Saint Paul, MN

Clanton Financial Partners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Thomas T

ChFC®, Series 63, Series 65

White Bear Lake, MN

Thompson Financial Transitions Inc.

General retirement planning Long-term care insurance Cash flow / budgeting Founder/Business Owner Retired
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Joseph B

Series 63, Series 65

St. Paul, MN

Knox Avenue Financial Corp.

Founder/Business Owner
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