Advisor at Jones Kertz & Associates, Inc.
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Firm
Jones Kertz & Associates, Inc.
Location
Blaine, MN 55434
Credentials
Series 63, Series 65
Industry experience
31 years
Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Management Associates, Capital Management Securities, VSR Financial Services, and First Advisors. Outside of his advisory role, he serves as Secretary on the Board of Directors for the HighGrove Condominium Association. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program and performs all portfolio management internally, using a combination of fundamental stock selection and technical analysis alongside bonds and mutual funds for diversification.
Based on Jones Kertz & Associates, Inc.
0.5% to 2% (negotiable)
Account minimum: $500,000 (may be waived at discretion or for referrals)
9298 Central Ave Ne, Suite 210
Blaine, MN 55434
California · Minnesota
Capital Management Associates, Inc.
2016 - Present (10 years)
Capital Management Securities, Inc.
2016 - Present (10 years)
VSR Financial Services, Inc.
2009 - Present (17 years)
First Advisors
2008 - Present (18 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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Valor Wealth Management LLC
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