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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 40 near 17901

Out of 400,000+ nationwide

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Melissa V

Series 66

Orwigsburg, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Robert E

Series 66

Pottsville, PA

Ameriprise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy General retirement planning Doctor or Medical Professional
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Taunia G

CFP®, Series 63

Schuylkill Haven, PA

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families Divorced
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Matthew E

Series 66

Tamaqua, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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David D

Series 63, Series 65

Hamburg, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Frederick Y

CFA®, Series 63

Cressona, PA

Yuenling Asset Management

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William H

Series 63

Orwigsburg, PA

Wealth Management Associates, Inc.

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James W

Series 63, Series 66

Birmingham, AL

StoneX Advisors Inc.

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Russell S

CFP®, Series 63, Series 66

Tamaqua, PA

IAMS Wealth Management, LLC

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Stanley W

Series 66

Tamaqua, PA

Avantax Planning Partners, Inc.

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