Samir Bushra
Advisor at Schwab Wealth Advisory — Minneapolis, MN
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.
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.
Credentials
CFP®, Series 66, Series 63
Experience Industry experience
6 years
Location
Minneapolis, MN 55439
Schwab Wealth Advisory
Enterprise
Samir Bushra is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Minneapolis, MN. His prior work experience includes roles at Wells Fargo and Felton & Peel Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and research tools, with annual financial reviews and investment recommendations.
Based on Schwab Wealth Advisory
Starts at 0.80% annually of assets enrolled in the SWA Program, with fee adjusting downward depending on asset size
Account minimum: $500,000 Fee-only: SWAI does not bill clients directly; SWAI is compensated via fees paid from CS&Co., which charges clients an asset-based fee (starting at 0.80% annually) for the Schwab Wealth Advisory (SWA) Program advisory services.
Minneapolis, MN
7825 Washington Ave. S., 5th Floor
Minneapolis MN 55439
Advisors at this office
10
Minnesota
6 years of industry experience
Schwab Wealth Advisory Inc.
2025 - Present • 1 year
Minneapolis, MN
Charles Schwab & Co., Inc
2025 - Present • 1 year
Minneaspolis, MN
Snorkel Al
2025 - 2025 • 1 year
Redwood City, CA
CSL Plasma
2025 - 2025 • 1 year
Minneapolis, MN
DoorDash
2025 - 2025 • 1 year
San Francisco, CA
Uber
2025 - 2025 • 1 year
San Francisco, CA
Wells Fargo
2024 - 2025 • 1 year
Shoreview, MN
Rebiotix
2023 - 2024 • 1 year
Roseville, MN
Dominos
2023 - 2025 • 2 years
Burnsville, MN
Pacifica Burnsville Mall
2023 - 2024 • 1 year
Burnsville, MN
IFRI, LLC
2023 - 2024 • 1 year
Minneapolis, MN
ComputerShare
2022 - 2023 • 1 year
St Paul, MN
Felton & Peel Wealth Management
2021 - 2022 • 1 year
Atlanta, GA
St. Paul Audobon Society
2019 - 2020 • 1 year
Savage, MN
Hilton Garden Inn
2019 - 2019 • 1 year
Savage, MN
No B.S. Advising, LLC
2019 - 2024 • 5 years
Savage, MN
Waddell & Reed, Inc
2019 - 2019 • 1 year
Bloomington, MN
Waddell & Reed
2018 - 2019 • 1 year
Bloomington, MN
Concinnus Financial
2017 - 2018 • 1 year
Spokane, WA
wells Fargo
2017 - 2018 • 1 year
Duluth, MN
U.s. Bank
2017 - 2017 • 1 year
Minneapolis, MN
Lutheran Social Services Financial Counseling
2017 - 2017 • 1 year
Duluth, MN
Attero Inc.
2016 - 2017 • 1 year
Burnsville, MN
University Of Minnesota
2015 - 2017 • 2 years
Duluth, MN
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
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.
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