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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)

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Annuities
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Series 63, Series 65

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Passive / index investing
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Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

General retirement planning Wealth management
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Abraham I

Series 63, Series 65

Cedar Grove, NJ

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Wealth management Passive / index investing
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David S

Series 63, Series 65

Springfield, NJ

Purple Dog Investments LLC

General tax planning Life insurance needs analysis Long-term care insurance Disability insurance
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Sunil J

Series 65

Jersey City, NJ

Quadram Capital LLC

Active portfolio management Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Pasquale P

Series 63, Series 66

Rutherford, NJ

Avanti Wealth Management

Private / alternative investments Annuities Tax-loss harvesting
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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Brian O

CFP®, Series 63, Series 65

Morristown, NJ

O'Dowd Asset Management LLC

Options & derivatives strategies Private / alternative investments
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Daren O

Series 66

Whippany, NJ

LBK Financial LLC

Passive / index investing
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