Zachary Boesel
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business Financial Management
Wealth management
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Demographic focus
Values-based investing
Religious/faith focused
Work history
Edward Jones
2025 - Present (1 year)
Forest Lake Police Department
2024 - 2025 (1 year)
Chisago County Sheriff's Office
2023 - 2024 (1 year)
Washington County
2020 - 2023 (3 years)
Afton Alps
2019 - 2020 (1 year)
Oak Glen Golf Course
2019 - 2019 (1 year)
City of Eagan
2018 - 2019 (1 year)
MN BCA
2018 - 2018 (1 year)
Metro State University
2016 - 2018 (2 years)
Winona State University
2015 - 2016 (1 year)
Save a Life
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Samuel S
Verified by Warmer
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.
Eric E
Series 66
White Bear Lake, MN
Edward Jones
Tanya P
CFP®, Series 66
Chisago City, MN
Edward Jones
Rebecca B
CFP®, Series 63
Saint Croix Falls, WI
Edward Jones
Jacob H
CFP®, Series 66
New Richmond, WI
Edward Jones
Pamela J
Series 66
White Bear Lake, MN
Edward Jones
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