Advisor at Aquinas Capital Advisors 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.
Firm
Aquinas Capital Advisors LLC
Location
Blaine, MN
Credentials
Series 63, Series 65, Series 66
Industry experience
44 years
Thomas Ottman is a financial advisor with Aquinas Capital Advisors LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 44 years of industry experience. He has managed his own practice and worked with firms including Advanced Advisory Group, LLC and EFS Advisors. Aquinas Capital Advisors provides non-discretionary investment management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services primarily to individuals and charitable organizations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, incorporates both fundamental and technical analysis, and offers public educational seminars as part of its service model.
Based on Aquinas Capital Advisors LLC
Based on Aquinas Capital Advisors LLC
Fixed fees between $250 and $2,000 for financial planning services
$0 - $100,000: 1.25% annually $100,000+: negotiable
$125 per hour for financial planning services
Account minimum: $10,000 Fee-only: Hourly fees of $125/hour; Fixed fees between $250 and $2,000 for financial planning
Blaine, MN
Minnesota
Aquinas Capital Advisors LLC
2016 - Present (10 years)
Advanced Advisory Group, LLC
2013 - 2016 (3 years)
EFS Advisors
2013 - 2016 (3 years)
Advanced Advisor Group, LLC
2012 - 2016 (4 years)
Thomas Ottman, Sole Proprietor
1990 - 2019 (29 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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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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