Direct booking

firm logo

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 24065

Out of 400,000+ nationwide

user avatar
firm logo

Carlos A

Series 65

Gelndale, AZ

Alvarado & Associates, LLC

Wealth management
user avatar
firm logo

Walter D

Series 65

Roanoke, VA

Augusta Capital LLC

Active portfolio management Tax-loss harvesting
user avatar

Andrew S

Series 65

Roanoke, VA

BanksChannel Advisors, LLC

Passive / index investing Tax-loss harvesting Real estate investing
user avatar

Wanda S

ChFC®, Series 63, Series 65, Series 66

Roanoke, VA

Wanda Kilman Pittman

Active portfolio management Options & derivatives strategies Divorce financial planning College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Robert F

Series 65

Roanoke, VA

Personal Financial Planning Inc.

General retirement planning Cash flow / budgeting General tax planning
user avatar
firm logo

Andrew M

Series 63, Series 65

Roanoke, VA

Monsour Advisory Services, Inc.

Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar
firm logo

Michael B

Series 66

Roanoke, VA

Bayesian Investment Management

Wealth management Passive / index investing
user avatar
firm logo

Justin B

Series 63, Series 65

Roanoke, VA

OG Advisory Group, LLC

General retirement planning Income planning Tax-loss harvesting Wealth management
user avatar
firm logo

Maynard K

CFP®, Series 63, Series 65

Roanoke, VA

American Financial Planning, Inc.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Religious/faith focused
user avatar
firm logo

Connie G

CFP®, ChFC®, Series 63, Series 65

Roanoke, VA

Guelich Capital Management, LLC

General estate planning guidance Wealth management Retirement income strategy Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.