Steven Drost
Advisor at Drost Financial
Updated today
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.
Firm
Drost Financial
Location
Ham Lake, MN
Credentials
CFP®, CFA®, Series 66
Industry experience
8 years
About
Steven Drost is the principal advisor at Drost Financial in Ham Lake, MN, holding the CFP® and CFA® designations, with eight years of industry experience. Before founding Drost Financial in 2021, he worked at Private Client Services LLC and Affiance Financial from 2017 to 2021, and Echo Wealth Management from 2015 to 2017. Outside of his advisory work, Mr. Drost is the co-founder and CEO of Quivr CRM, LLC, a technology firm partnered with Salesforce. Drost Financial is a state-registered advisory firm serving individuals, high-net-worth households, young families, and corporate executives. The firm provides discretionary investment management and comprehensive financial planning, employing a blend of fundamental analysis and modern portfolio theory, with a subscription-style ongoing planning service in addition to traditional asset management.
Expertise
Based on Drost Financial
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Active portfolio management
Fee options
Ongoing Comprehensive Financial Planning has an upfront fee from $1,200 to $10,000 plus ongoing monthly fees up to $10,000 per month; fees are negotiable based on complexity and client needs.
up to 2.00% annually (negotiable, not to exceed 2%)
Account minimum: $250,000 (may be waived at the firm's discretion)
Location
Ham Lake, MN
Most active in
Steven D has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas · Wisconsin
Work history
Drost Financial, LLC
2021 - Present (5 years)
Private Client Services LLC
2017 - 2021 (4 years)
Affiance Financial
2017 - 2021 (4 years)
Echo Walth Management
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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