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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)

Top 28 financial advisors of 28 near 12428

Out of 400,000+ nationwide

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Bonnie R

Series 66

Pine Bush, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Planning for children with special needs Military & Veterans LGBTQIA
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Mark S

Series 63, Series 65

Stone Ridge, NY

Stone Ridge Advisors

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Takuya A

Series 65

Gardiner, NY

Benkei Asset Management

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Michael H

Series 63, Series 65

Rock Hill, NY

LVZ, Inc.

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Linda B

Series 63, Series 66

Monticello, NY

Prospera Financial Services, inc.

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Travis W

Series 63, Series 65

Grahamsville, NY

Ausdal Financial Partners, Inc.

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Karen D

CFP®, ChFC®, Series 63

Wallkill, NY

Private Advisor Group, Llc

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Sarah V

Series 66

Pine Bush, NY

Oppenheimer

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Sandra S

Series 63

Stone Ridge, NY

Morgan Stanley

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Allison N

Series 66

Saddle River, NJ

UBS Financial Services

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