Derek Fisher

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Stillwater, MN 55082

Credentials

CFP®, Series 66

Industry experience

8 years

Expertise

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning

Occupation focus

Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Engineering Professional

Work history

Edward Jones

2017 - Present (9 years)

Wells Fargo Home Mortgage

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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)

Andrew M

Series 66

Mahtomedi, MN

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner

Chad R

Series 66

Woodbury, MN

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Eric E

Series 66

White Bear Lake, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Lynne A

Series 66

Oakdale, MN

Fidelity

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant. In her current role, Lynne collaborates with clients to help them work toward their financial goals. Before joining Fidelity, Lynne worked as a college professor, which has contributed to her ability to simplify complex financial concepts and empower clients to make informed decisions based on their individual needs. Her approach emphasizes honesty, thoughtfulness, and professionalism. Outside of her professional work, Lynne enjoys family activities, exploring food, visiting museums, engaging with music and theater, and traveling.

Wealth management

Eric R

CFP®, Series 66

Woodbury, MN

Edward Jones

Startup equity planning Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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