Advisor at Concord Wealth Partners
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
Concord Wealth Partners
Location
Oakdale, MN 55128
Credentials
CFP®, Series 66
Industry experience
18 years
Marissa Klaers is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. She has worked at firms including Purshe Kaplan Sterling Investments, Personal Wealth Partners, LLC, LPL Financial LLC, and H. Beck, Inc. Additionally, Marissa holds a notary public commission and is licensed to sell fixed and traditional insurance products. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets, providing financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm employs an individualized, generally discretionary investment approach emphasizing asset allocation and diversification across a broad range of asset classes.
Based on Concord Wealth Partners
Based on Concord Wealth Partners
Financial planning fees generally range from $500 to $10,000.
Under $250,000 - $250,000: 1.25% $250,000 - $3,500,000: 1.00% $3,500,000 - $7,000,000: 0.80% $7,000,000+: 0.60%
Registered representatives receive commission-based compensation separately from advisory fees.
Hourly fees range from $150 to $300 per hour.
600 Inwood Avenue N, Suite 200
Oakdale, MN 55128
Minnesota
Purshe Kaplan Sterling Investments
2023 - Present (3 years)
Concord Wealth Partners
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Personal Wealth Partners, LLC
2017 - 2022 (5 years)
LPL Financial
2017 - 2022 (5 years)
H. Beck, Inc.
2007 - 2017 (10 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
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Clanton Financial Partners, LLC
ChFC®, Series 63, Series 65
White Bear Lake, MN
Thompson Financial Transitions Inc.
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