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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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)

Top 30 financial advisors of 994 near 06516

Out of 400,000+ nationwide

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Christopher D

ChFC®, Series 63, Series 66

Milford, CT

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Retirement withdrawal strategies Founder/Business Owner
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David P

Series 63, Series 66

Milford, CT

Edward Jones

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Technology Professional
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Brian M

CFP®, Series 66

Stratford, CT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Darryl Z

Series 63, Series 66

West Haven, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Military & Veterans
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David L

CFP®, Series 66

Branford, CT

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning Wealth management ESG / Sustainable investing Military & Veterans
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Allen B

Series 66

Branford, CT

Edward Jones

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Michael G

Series 63, Series 66

Guilford, CT

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Nikola S

Series 66

New Haven, CT

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Robert S

Series 63, Series 66

New Haven, CT

Edward Jones

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Charles C

CFP®, Series 63, Series 65, Series 66

North Haven, CT

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management
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