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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 03862

Out of 400,000+ nationwide

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Justin M

Series 65

Porstmouth, NH

KWM Financial LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Russell R

CFP®, Series 63

New Castle, NH

ATI Wealth Partners, LLC

Options & derivatives strategies Cash flow / budgeting
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Robert F

Series 65

Amesbury, MA

Plain Talk Financial Planning, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Barry O

CFP®, Series 63, Series 65

Eliot, ME

O'Brien Asset Management

Life insurance needs analysis Long-term care insurance Disability insurance General retirement planning General estate planning guidance
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Robert S

Series 63, Series 66

Amesbury, MA

NAV Wealth Management LLC

Wealth management Real estate investing Annuities
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Peter A

CFP®

Portsmouth, NH

Wolf Pine Capital

At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.

Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Gerard I

Series 65, Series 66

Portsmouth, NH

Iacangelo Financial Group, LLC

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement
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Richard D

Series 63, Series 65

Newington, NH

Davisson Investment, LLC

Options & derivatives strategies
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Craig K

CFP®, Series 63, Series 65

Portsmouth, NH

Golden Financial Services

Wealth management Life insurance needs analysis
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Nathan F

Series 63, Series 65

Portsmouth, NH

F3 Capital

Passive / index investing Annuities
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