Samuel Blum (CRD# 6379219) is an Investment Advisor Representative working at Blum Capital Management, LLC in Brainerd, MN and has over 9 years of experience in the finance industry.
CRD# 4522588
Wells Fargo Advisors
CRD# 6883888
Edward Jones
CRD# 1661105
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Blum Capital Management LLC | Brainerd, MN | Oct 2022 - Current | 1 |
Blum Capital Management LLC | Brainerd, MN | Aug 2014 - Current | 9 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Oct 2022 | 1 |
Samuel Blum, Sole Proprietor | Brainerd, MN | Oct 2016 - Sep 2021 | 4 |
Voya Financial Advisors | Brainerd, MN | Oct 2014 - Jun 2021 | 6 |
Voya Financial Advisors | Brainerd, MN | Sep 2014 - Jun 2021 | 6 |
Oars-n-mine | Crosby, MN | Jul 2009 - Oct 2017 | 8 |
Range Inc. | Brainerd, MN | Feb 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- MN
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$120,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MN
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