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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 07416

Out of 400,000+ nationwide

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Raul B

Series 63, Series 65

Warwick, NY

Magellan Financial Solutions LLC

Options & derivatives strategies Real estate investing Wealth management College savings (529s, UTMA, etc.)
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Kenneth G

Series 66

Sparta, NJ

Financial Engineering LLC

General retirement planning College savings (529s, UTMA, etc.) Debt management Business ownership considerations Founder/Business Owner Retired
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Jonathan D

CFP®, Series 63, Series 66

West Milford, NJ

Durant Financial Planning LLC

Wealth management
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Zoriana S

CFP®, Series 63

Kinnelon, NJ

Stawnychy Financial Services, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Austin N

Series 66

Andover, NJ

PLAN2PROSPER LLC

General retirement planning Wealth management Passive / index investing Active portfolio management
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Amanda M

CFP®, Series 63, Series 65

Kinnelon, NJ

Asset Advisory Group, Inc.

General retirement planning College savings (529s, UTMA, etc.)
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Paul Z

CFP®, Series 63

Kinnelon, NJ

Asset Advisory Group, Inc.

General retirement planning College savings (529s, UTMA, etc.)
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Cal C

CFP®, Series 66

Sparta, NJ

Sterling Financial Planning Inc

Wealth management
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Matthew H

CFP®, CFA®, Series 66

Sparta, NJ

Sterling Financial Planning Inc

Wealth management
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Ross W

CFP®

Sparta, NJ

Sterling Financial Planning Inc

Wealth management
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