Jamie W. Schrupp
MIDWEST FINANCIAL PARTNERS | Financial Advisor, Firm Policy Board Member, Investment Committee Member
St. Cloud, MN 56301
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CRD#: 5916140
Professional summary
Jamie Schrupp, CFP®, ChFC®, CLU®, who also goes by Jamie Schrupp, is a registered financial advisor currently at MIDWEST FINANCIAL PARTNERS located in St. Cloud, Minnesota.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jamie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie Schrupp
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)INDEPENDENT INSURANCE AGENT;YES;912 W ST GERMAIN ST STE 201, ST. CLOUD, MN 56301;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;05/13/2011;160;160;SALES OF FIXED INSURANCE; 2) Land Company; not investment related; Minneapolis, MN; manufacturing custom plastic products varying from low run to full-on production; Personal Financial Advisor to Owners; start date: 8/1/2022; 1 hour/month; attend board meetings and participate in strategic planning
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Schrupp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 6, 2015 - Present
MIDWEST FINANCIAL PARTNERS
Office #1: 912 West Saint Germain Street Suite #300, St. Cloud, MN 56301RIA
CRD#: 173790
St. Cloud, MN
Past
January 2, 2013 - December 31, 2017
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
ST CLOUD, MN
Past
June 15, 2011 - December 31, 2017
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ST CLOUD, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD#: 173790 / SEC#: 801-80667
RIA
Registered Investment Advisory firm - (12/15/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(1/6/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD#: 173790 / SEC#: 801-80667
RIA
Registered Investment Advisory firm - (12/15/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
912 West Saint Germain Street Suite #300, St. Cloud, MN 56301
Mailing Address
Phone number
(320) 251-3752
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,421 |
| AUM (Assets Under Management) | $ 1,263,584,127 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 07/25/2024 | ||
| 11/27/2023 | ||
| 11/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MIDWEST FINANCIAL PARTNERS
Financial Advisor, Firm Policy Board Member, Investment Committee MemberCRD#: 173790St. Cloud, MN 56301TRUST BUT VERIFY
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