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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)

4 advisors near 65084

Out of 400,000+ nationwide

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Lorraine M

Series 66

Gravois Mills, MO

LPL Financial

Lorraine Myers is a financial advisor at LPL Financial with a Series 66 designation and over a decade of industry experience. Her prior roles include positions at Stifel, the County of Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). She is also a commissioned Public Notary in the state of Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Robin Y

ChFC®, Series 63, Series 66

Eldon, MO

Edward Jones

Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Young is involved in several community and nonprofit activities, including serving as Chairman of the University of Missouri Extension Board, President of the FMC Foundation, and volunteering with Our Father’s Table soup kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Chalee C

CFP®, Series 63, Series 66

Eldon, MO

LPL Financial

Chalee Crouch is a CFP® professional with 22 years of industry experience, currently with LPL Financial since 2018. She has worked at INVEST Financial Corp since 2007 and has been associated with Central Bank since 1996. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jacob S

Series 66

Versailles, MO

Edward Jones

Jacob Seidel is a financial advisor with Edward Jones in Versailles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Seidel is involved in cattle sales, raising, vaccinating, and selling cattle in Camdenton, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and a broad branch footprint.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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