Advisor at White Turf Financial 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
White Turf Financial LLC.
Location
St Paul, MN
Credentials
CFP®, CPA, PFS™
Industry experience
8 years
White Turf Financial was founded by Todd Moritz with the aim of ensuring the client’s interests are put first. White Turf operates on a fee-only basis so that you know all advice is given because it is best for your individual situation. White Turf will not receive any kickbacks, commissions, or incentives, for directing you in one direction or another. At the end of the day, everyone wants to feel confident and secure, and White Turf aims to do the worrying for you, so you don’t have to.
Todd is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He has a background in public accounting, working on tax planning for high net worth individuals, nonprofits, and small businesses, as well as complex investment taxation situations. After spending some time in the investment world, Todd transitioned to financial planning, where he feels his true calling in doing the financial worrying for you, so you don’t have to.
He is supported by his wife, Hilary, and through copious dog cuddles from their Great Dane, Jaxson, and fond memories of their late Boxer/Lab, Duncan.
1%+
$500+
$500/hr
$500+/mo
$500+/qtr
$500 minimum fee $1,000 tax prep minimum fee
St Paul, MN
Colorado · Minnesota
Origin Financial Llc
2021 - 2023 (2 years)
White Turf Financial LLC.
2018 - Present (8 years)
Questar Asset Management
2017 - 2019 (2 years)
Questar Capital Corporation
2017 - 2019 (2 years)
Dougherty & Company LLC
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Maplewood, MN
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Series 66
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VIP Financial Associates
CFP®, Series 63
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Series 63, Series 65
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Ramsey Hill Asset Management LLC
Series 66
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Clanton Financial Partners, LLC
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