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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 07649

Out of 400,000+ nationwide

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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

Wealth management Passive / index investing General retirement planning
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Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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David F

Series 63, Series 65

Englewood Cliffs, NJ

Malvern Ridge Wealth Management

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

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Abraham I

Series 63, Series 65

Cedar Grove, NJ

Itani Wealth Management

Wealth management Passive / index investing
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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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Curtis P

CFP®, Series 66

Tarrytown, NY

Pope Wealth Planning, LLC

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Executive
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