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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 27104

Out of 400,000+ nationwide

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Kathryn H

Series 65

Winston Salem, NC

Wrenn House Investments LLC

Concentrated stock management General retirement planning Tax-loss harvesting
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Phillip H

CFP®, Series 66

Oak Ridge, NC

Parabla, LLC

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Real estate investing
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Anne Marie W

CFP®, Series 66

Lewisville, NC

Curated Capital & Planning LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Danny F

Series 63, Series 65

Winston Salem, NC

Darda Financial

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Stephen T

Series 66

High Point, NC

Generations Investment Advisors, LLC

Wealth management Active portfolio management
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Perry C

Series 66

Winston Salem, NC

Grand Street Capital Management, L.L.C.

Wealth management
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Brett N

Series 65

Winston Salem, NC

Kensington Financial Group, Inc.

Options & derivatives strategies Wealth management Cash flow / budgeting
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Tyler S

CFP®, Series 66

Winston Salem, NC

Dixon and Company Wealth Management, LLC

Options & derivatives strategies Real estate investing Charitable giving tax strategies Cash flow / budgeting
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Randell C

CFA®

Winston Salem, NC

Kerusso Capital Management, LLC

ESG / Sustainable investing
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Joseph F

CFP®, Series 66

Advance, NC

Adolos Asset Management

Tax-loss harvesting ESG / Sustainable investing
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