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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 15017

Out of 400,000+ nationwide

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Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
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Gary S

CFP®, Series 63, Series 65

Canonsburg, PA

Storie Financial Advisory LLC

Passive / index investing Active portfolio management General estate planning guidance
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Jay P

Series 66

Pittsburgh, PA

ClearPeak Capital Management

Options & derivatives strategies
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Thomas F

CFA®, Series 63

Pittsurgh, PA

Emmanuel Capital Management, LLC

College savings (529s, UTMA, etc.) General retirement planning Wealth management Cash flow / budgeting
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Michael M

Series 66

Pittsburgh, PA

Solid Oak Advisory

Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Private / alternative investments
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Michael G

ChFC®, Series 63

Canonsburg, PA

Giffin Planning Services, Inc.

Annuities
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Chad B

Series 65

Pittsburgh, PA

Peridot Capital Management

Active portfolio management Retirement income strategy General retirement planning Options & derivatives strategies Retired Young Professionals Approaching retirement
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Guy D

Series 63, Series 65

Venetia, PA

Deemer Wealth Management LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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David M

Series 65

Pittsburgh, PA

WealthProtect Advisors LLC

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Annuities
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Camillo S

CFA®, Series 65

Pittsburgh, PA

Potomac Investment Management, Inc.

Active portfolio management General retirement planning
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