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Robert Kincade

Advisor at Stonebridge Capital Advisors LLC

Updated today
Stonebridge Capital Advisors LLC logo

Firm

Stonebridge Capital Advisors LLC

Location

St. Paul, MN 55114-1017

Credentials

Series 63, Series 65

Industry experience

19 years

About

Robert Kincade is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Client services

Based on Stonebridge Capital Advisors LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Stonebridge Capital Advisors LLC

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management

Occupation focus

Based on Stonebridge Capital Advisors LLC

Founder/Business Owner Retired

Demographic focus

Based on Stonebridge Capital Advisors LLC

Values-based investing

Fee options

Percentage

$0 - $500,000: 1.90% annually $500,000+: 1.75% annually

Location

2550 University Avenue West, Suite 455 S

St. Paul, MN 55114-1017

Most active in

Texas

Work history

Stonebridge Capital Advisors, Llc

1997 - Present (29 years)

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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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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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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Justin M

Series 66

Woodbury, MN

VIP Financial Associates

General retirement planning Cash flow / budgeting
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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