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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

2 advisors near 49806

Out of 400,000+ nationwide

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Angelica W

Series 63, Series 66

Au Train, MI

RFG Advisory, LLC

Angelica Walter is a financial advisor at RFG Advisory, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James and Associates, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of her advisory work, she volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit providing food and education to children in Kenya and Uganda. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a mix of active and passive investment strategies, offers discretionary portfolio management and consulting, and acts as a sub-adviser to a multi-ETF suite, integrating various platforms and specialized services in its client solutions.

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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Jarrod B

Series 63, Series 65

Au Train, MI

RFG Advisory, LLC

Jarrod Biebel is a financial advisor at RFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and manages client portfolios using a combination of in-house models and outside platforms incorporating active and passive strategies.

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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