Advisor at MPM Financial Corporation
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Firm
MPM Financial Corporation
Location
Maplewood, MN
Credentials
Series 63, Series 65
Industry experience
36 years
Peter O'Brien is a financial advisor with MPM Financial Corporation in Maplewood, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at MPM Financial Corporation since 2005 and previously held roles at Voya Financial Advisors and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is a licensed agent involved in the sale of fixed insurance products. MPM Financial Corporation provides discretionary asset management and advisory services to individual clients and qualified retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to clients’ goals, time horizons, and risk tolerances, and offers financial consulting on retirement, insurance, budgeting, and legacy planning at no additional cost.
Based on MPM Financial Corporation
Based on MPM Financial Corporation
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.30% annually $1,000,001 - $2,000,000: 1.20% annually $2,000,001 - $5,000,000: 1.10% annually $5,000,001 - $10,000,000: 0.90% annually $10,000,001+: 0.80% annually
Investment Advisor Representatives receive commissions from sales of insurance and securities products as licensed insurance agents and registered representatives.
Maplewood, MN
Minnesota
Purshe Kaplan Sterling Investments
2020 - Present (6 years)
Voya Financial Advisors
2014 - 2020 (6 years)
MPM Financial Corporation
2005 - Present (21 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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