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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 12533

Out of 400,000+ nationwide

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Satish A

Series 63, Series 65

Fishkill, NY

Sabina Asset Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Leo M

Series 66

Brewster, NY

McGrath WealthCare, LLC

Wealth management
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Shawn E

Series 63, Series 65

Newburgh, NY

TruNorth Financial LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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James D

Series 66

Hopewell Junction, NY

Mountain Pass Planning

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning
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Christine M

Series 63, Series 65

Fishkill, NY

Circle N Advisors, LLC

Concentrated stock management
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Daniel M

CFP®, Series 63

Fishkill, NY

Murphy Wealth Management Group

General retirement planning Medicare planning General tax planning Wealth management Real estate investing Founder/Business Owner
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Jerry S

Series 63, Series 65

Wappingers Falls, NY

Sage Investment Advisers LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Elisabeth N

Series 65

Cold Spring, NY

Lunin-Pack Planning and Advice, LLC

Wealth management ESG / Sustainable investing
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John M

Series 65

Hopewell Junction, NY

Mountain View Strategic Wealth, LLC

Wealth management General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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James D

Series 63, Series 65

Lagrangeville, NY

Bluering Advisors, Inc

Active portfolio management
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