Advisor at Northrock Partners, LLC
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Firm
Northrock Partners, LLC
Location
Minneapolis, MN 55402
Credentials
CFP®
Industry experience
1 year
Shauna Bednar is a CFP® professional with five years of experience at NorthRock Partners, LLC and a total of 10 years in the financial services industry. Her prior experience includes roles at U.S. Bank and UMB Private Wealth Management. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm employs a holistic, asset-allocation driven approach with an emphasis on diversification, rebalancing, and the use of independent managers, supported by operational ties to accounting and tax professionals and lifestyle-management and charitable consulting services.
Based on Northrock Partners, LLC
Investment consulting to participant directed retirement plans may be charged flat fees from $500 to $10,000 depending on scope of service
$0 - / unspecified: 0.50% - 1.25% per annum (Program Fee varies by size, nature, and complexity) Assets custodied at Schwab and Fidelity managed directly by Firm - / unspecified: 0.75% - 1.50% per annum (includes 0.25% to cover brokerage and servicing costs)
Performance fees charged related to pooled investment funds, varying between 0.85% - 1.10% per annum, potentially resulting in total fees up to 1.5% - 2.35% per annum; may charge performance-based fees in future
Minimum fee: Minimum Program Fee of $5,000 per year, waivable at Firm's discretion Fee-only: Fixed negotiated rates or combination of fixed and asset-based fees (Program Fee)
225 South Sixth Street, Suite 1400
Minneapolis, MN 55402
Minnesota
NorthRock Partners
2021 - Present (5 years)
U.S. Bank
2017 - 2021 (4 years)
UMB Private Wealth Management
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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