Advisor at Perennial Financial Services
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Firm
Perennial Financial Services
Location
St. Paul, MN 55116
Credentials
CFP®, Series 66
Industry experience
5 years
Ximena Silva Avila is a CFP® with five years of industry experience, currently advising at Perennial Financial Services in St. Paul, MN. She previously worked at Edward Jones and LPL Financial LLC. Outside of her advisory role, she is involved with Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolio management as a fiduciary, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance activities.
Based on Perennial Financial Services
Based on Perennial Financial Services
Up to $25,000 per engagement for financial planning and consulting services.
Up to 2.00% annually (maximum, negotiable)
Representatives may earn commissions as registered representatives of LPL for securities sold outside advisory accounts; no commissions on advisory accounts.
Up to $350 per hour for financial planning and consulting services.
757 Cleveland Ave
St. Paul, MN 55116
Minnesota
LPL Financial
2024 - Present (2 years)
Perennial Financial Services
2024 - Present (2 years)
Edward Jones
2020 - 2024 (4 years)
SELF-EMPLOYED
2020 - 2020 (1 year)
O'Rourke Strategic Consulting
2017 - 2020 (3 years)
Macalester College
2016 - 2020 (4 years)
American Eagle Outfitters
2014 - 2016 (2 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.
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.
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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