Advisor at Triton Investments, 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.
Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.
$0 - $99,999: 0.70% $100,000 - $999,999: 0.65% $1,000,000 - $1,999,999: 0.60% $2,000,000 - $4,999,999: 0.55% $5,000,000 - And Up: 0.50%
Fee-only: Asset-based portfolio management fees billed monthly in arrears; no commissions; no performance fees.
Blaine, MN
Minnesota · North Dakota
Remax Results
2022 - Present (4 years)
Triton Investments, LLC
2019 - Present (7 years)
Xcel Energy
2017 - 2021 (4 years)
Dakota Gasification Company
2014 - 2017 (3 years)
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Is active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
Plymouth, MN
Spencer Financial Advisors
ChFC®, Series 63, Series 65
White Bear Lake, MN
Thompson Financial Transitions Inc.
Series 63, Series 65
Fridley, MN
Valor Wealth Management LLC
CFP®, Series 66
Blaine, MN
Illumifi Wealth
Series 65
Shoreview, MN
Aberdour Investments
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