Best Investors Account Sign in
Inactive

Ian Patrick Schrup

Advisor Share Wealth Management, LLC

Waconia, MN

Vancouver, WA

CRD 8128196

Claim This Profile
Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

From the firm’s Form ADV. Read the guides:

Current Employers
Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-02
  • MN RA
    APPROVED
    Since 2025-09-02

Branch Locations

Waconia, MN • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Redhawk Wealth Advisors, Inc Bloomington MN 07/2025 08/2025
Randstad Technologies Us Minneapolis MN 01/2021 04/2021
Unemployment Waconia MN 06/2019 12/2020
University Of Minnesota Minneapolis MN 09/2015 05/2019
First Source Team Waconia MN 05/2021 Present
Advisor Share Wealth Management, Llc Vancouver WA 09/2025 Present
  • 07/2025 → 08/2025
    Bloomington, MN
  • 01/2021 → 04/2021
    Randstad Technologies Us
    Minneapolis, MN
  • 06/2019 → 12/2020
    Unemployment
    Waconia, MN
  • 09/2015 → 05/2019
    University Of Minnesota
    Minneapolis, MN
  • 05/2021 → Present
    First Source Team
    Waconia, MN
  • 09/2025 → Present
    Vancouver, WA
Previous Registrations
Other Businesses

1. H&B Specialized Products. Not Investment Related. Eden Prairie, MN. Locker & Gym Equipment Supplier. Assembler. Start Date: 06/10/2023. 15 Hours Per Month Outside of Security Trading Hours. 0 Hours Per Month During Security Trading Hours. Install and manufacture school lockers, wholesale and install athletic equipment, bleachers and theater/stadium seats.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-13
  • S65 Uniform Investment Adviser Law Examination
    2025-06-13

View on SEC IAPD

More in Waconia, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor