Samuel Blum, financial advisor Brainerd MN

Samuel Blum

CRD Number: 6379219
Current Firm: Blum Capital Management, LLC

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.

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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
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
Contact Info for Samuel M. Blum
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $124,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MN

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