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
Series 63, Series 65
Experience Industry experience
27 years
Location
Prior Lake, MN
Charles Schwab
Institution
Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Prior Lake, MN
Prior Lake MN
Advisors at this office
1
Minnesota
27 years of industry experience
Charles Schwab & Co., Inc.
2022 - Present • 4 years
Minneapolis, MN
Unemployed
2021 - 2022 • 1 year
Prior Lake, MN
U.S. Bancorp Investments, Inc.
2020 - 2021 • 1 year
Minneapolis, MN
Kelly Services
2019 - 2019 • 1 year
Bloomington, MN
Wealth Enhancement Advisory Services
2018 - 2019 • 1 year
Plymouth, MN
Wealth Enhancement Brokerage Services
2018 - 2019 • 1 year
Plymouth, MN
Wealth Enhancement Group
2018 - 2019 • 1 year
Plymouth, MN
LPL Financial, llc
2018 - 2019 • 1 year
Plymouth, MN
RBC Capital Markets
2013 - 2018 • 5 years
Minneapolis, MN
Russell Investments
2010 - 2013 • 3 years
Maple Grove, MN
RBC Capital Markets
2002 - 2010 • 8 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Verified by Warmer
CFP®
Lakeville, MN
PairOne Private Wealth
Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.
Verified by Warmer
CFP®, Series 66
Eagan, MN
LPL Financial
Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 65, Series 63
Savage, MN
Sword and Shield Solutions LLC
Bradley Hesselberg is an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.
Series 66
Eden Prairie, MN
Trustmerit Capital
Joseph De Ziel is a financial advisor at TrustMerit Capital with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Ameriprise Financial Services. De Ziel has managed his own firm, TrustMerit Capital, since 2021. TrustMerit Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, creating tailored Investment Policy Statements based on clients’ income, tax considerations, time horizons, and risk tolerance. The firm uses a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory to guide long-term allocation decisions and implements portfolios under discretionary authority.
Series 66
Bloomington, MN
KMB Wealth Management, LLC
Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.
Series 63, Series 66
Prior Lake, MN
Strategic Finance & Management, LLC
Scott Langguth is a financial advisor at Strategic Finance & Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Finance & Management since 2014. Outside of advising, he performs financial analysis and planning through Sigma Planning Corporation and prepares taxes for family members. Strategic Finance & Management is an independent investment adviser serving individual investors and various institutional clients. The firm offers personalized portfolio management, financial planning, consulting, and estate management, combining fundamental, technical, and cyclical analysis in its investment approach.
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