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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 24 financial advisors of 24 near 12816

Out of 400,000+ nationwide

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Breanna L

CFP®, Series 66

Greenwich, NY

Edward Jones

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Ryley G

Series 66

Bennington, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy Multi-generational wealth transfer
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Erin L

Series 65, Series 66

Albany, NY

Fidelity

Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.

Cash flow / budgeting Debt management General retirement planning Wealth management Life insurance needs analysis
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Mitsuo L

Series 63, Series 65

Cambridge, NY

Cambridge Wealth Management, LLC

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Stephen L

Series 65

Cambridge, NY

Maidstone Wealth Management, LLC

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William L

CFP®, Series 63, Series 65

Greenwich, NY

Bill Losey Retirement Solutions, LLC

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Michael M

Series 63, Series 66

Bennington, VT

Bennington Financial Planning Group

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Donald M

CFP®, Series 63

Bennington, VT

Bennington Financial Planning Group

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Dominick T

Series 63, Series 65

Saratoga, NY

Trimarc Wealth Management LLC

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Jason K

Series 63, Series 65

Cambridge, NY

Weatherhelm Capital Management LLC

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