Advisor at Greenup Wealth
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.
Firm
Greenup Wealth
Location
White Bear, MN
Credentials
Series 63, Series 66
Industry experience
19 years
About
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.
Client services
Based on Greenup Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
Income planning
General tax planning
General estate planning guidance
Occupation focus
Retired
Executive
Founder/Business Owner
Self-Employed
Consultant
Demographic focus
Approaching retirement
Retired
Established Professionals
Gen X (Born 1965-1980)
Baby Boomers (Born 1946-1964)
Fee options
Flat fee financial planning: $3,000 (negotiable)
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.45%
Financial planning subscription fee: $250 per month
Fee-only: Financial planning fees: $250 per month (monthly basis) or flat fee $3,000 (negotiable, at firm's discretion)
Location
White Bear, MN
Most active in
Samuel S has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Greenup Wealth
2023 - Present (3 years)
Triad Advisors
2020 - 2023 (3 years)
Resources Investment Advisors
2019 - 2023 (4 years)
Samuel T. Schuette
2019 - 2023 (4 years)
Capstone Advisory Group, LLC
2018 - 2020 (2 years)
Cambridge Investment Research, Inc.
2018 - 2020 (2 years)
Scottrade, Inc.
2006 - 2018 (12 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Peter O
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
Justin M
Series 66
Woodbury, MN
VIP Financial Associates
Paula L
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Britt C
Series 66
Saint Paul, MN
Clanton Financial Partners, LLC
Thomas T
ChFC®, Series 63, Series 65
White Bear Lake, MN
Thompson Financial Transitions Inc.
John B
Series 65
Minneapolis, MN
Bernstein Financial Advisory
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