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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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Robert G

CFP®, CFA®

Hopewell, NJ

Roche Financial Partners LLC

Wealth management General retirement planning Cash flow / budgeting
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Series 65, Series 66

Doylestown, PA

DEL VAL Retirement and Investment Services Inc

Active portfolio management Options & derivatives strategies
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Kurtis B

Series 63, Series 66

Princeton, NJ

Certified Wealth Management & Investment LLC

Wealth management Cash flow / budgeting
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Peter C

Series 63, Series 65

Princeton, NJ

Patton Hall, LLC

Active portfolio management Retirement income strategy
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Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

General retirement planning General estate planning guidance
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

Active portfolio management Tax-loss harvesting Wealth management
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Sam N

Series 65

Princeton, NJ

Ansonia Capital Advisors LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Douglas W

CFA®, Series 63

Princeton, NJ

DSW Investment, LLC

Active portfolio management Options & derivatives strategies
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Michael S

CFP®, Series 63

Princeton, NJ

Sabadoodle

Student loan debt Cash flow / budgeting Business ownership considerations Veterinarian
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Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Annuities College savings (529s, UTMA, etc.) Debt management
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