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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 30 financial advisors of 33 near 13165

Out of 400,000+ nationwide

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William D

Series 63, Series 66

Geneva, NY

Fidelity

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Wealth management
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Adam R

Series 66

Geneva, NY

Edward Jones

Founder/Business Owner
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Joseph O

Series 63, Series 65

Newark, NY

O'Haver Wealth Management, LLC

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James F

Series 63, Series 65

Newark, NY

Citizens Securities, Inc.

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Austin A

Series 63, Series 66

Phelps, NY

Empower Advisory Group

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James D

Series 63, Series 65

Waterloo, NY

Blackridge Asset Management, LLC

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Joseph H

Series 66

Geneva, NY

Principal Financial Services

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Pamela T

Series 63

Geneva, NY

Primerica Advisors

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Gregory S

Series 66

Seneca Falls, NY

Edward Jones

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Michelle R

Series 63, Series 66

Geneva, NY

Morgan Stanley

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