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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 06510

Out of 400,000+ nationwide

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Elizabeth J

CFA®, Series 63, Series 65

New Haven, CT

Blakely Harbor Advisors, LLC

Private / alternative investments Real estate investing Active portfolio management Wealth management
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Robert W

Series 63, Series 65

Branford, CT

Worrell Advisory Services

Cash flow / budgeting Debt management Charitable giving & philanthropy
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Brian W

Series 63, Series 65

Branford, CT

B.P. Walsh and Co., LLC

Active portfolio management Concentrated stock management
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John M

Series 63, Series 65

Guilford, CT

McCauley Investments Advisors LLC

Options & derivatives strategies Passive / index investing Wealth management
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Lynn V

Series 63, Series 65

Shelton, CT

Affinity Financial Solutions, LLC

Annuities
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David N

CFA®

Boca Raton, FL

Ladd Capital Management LLC

Wealth management Passive / index investing
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Sam S

Series 63, Series 65

Southbury, CT

Shehu Asset Management, LLC

Options & derivatives strategies
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Sally K

CFP®, Series 65

Guilford, CT

Real Financial Planning, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance Self-Employed Retired Young Families Young Professionals
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Keith H

Series 63, Series 65

Guilford, CT

Smartvalue Investment Management, LLC

Active portfolio management Wealth management Tax-loss harvesting
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Lazetta B

CFP®

New Haven, CT

The Real Wealth Coterie

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Tax strategies for small businesses Business succession planning Founder/Business Owner Retired
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