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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 Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 03087

Out of 400,000+ nationwide

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Anthony C

CFP®, ChFC®, Series 66

Andover, MA

Zen Financial Planning, LLC

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Umbrella liability Founder/Business Owner
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Alicia D

Series 65

Nashua, NH

Nashua Capital Management LLC

Wealth management Passive / index investing General retirement planning
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Beth L

CFP®, Series 65

Tyngsboro, MA

Hawthorne Wellman Financial Planning, LLC

Cash flow / budgeting Gen X (Born 1965-1980)
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Anthony C

Series 63, Series 65

Bedford, NH

Honorable Financial Services, LLC

Income planning Tax-loss harvesting Cash flow / budgeting Self-Employed Young Families Mid-Career Professionals
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Edward M

ChFC®, Series 63

Nashua, NH

Family Investment Advisory, LLC

Active portfolio management Options & derivatives strategies Life insurance needs analysis
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Scott S

Series 63, Series 65

Bedford, NH

Stratton Capital Management, LLC

Options & derivatives strategies
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Thomas K

CFP®, Series 63, Series 65

Andover, MA

Fair Weather Strategies LLC

Divorce financial planning Social Security optimization Life insurance needs analysis Disability insurance Long-term care insurance Founder/Business Owner
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David S

ChFC®, Series 63, Series 65

Andover, MA

Sousa Financial

Tax-loss harvesting Wealth management Passive / index investing
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Adam M

Series 65

Derry, NH

Mead Capital Management, LLC

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner Executive
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Jared H

CFP®, Series 65

Windham, NH

Lakeside Financial Planning, LLC

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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