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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 34 near 27203

Out of 400,000+ nationwide

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David S

ChFC®, Series 66

Thomasville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management
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Jay B

CFP®, Series 63, Series 65

Asheboro, NC

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance
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Kevin W

CFP®, Series 63, Series 66

Thomasville, NC

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Planning for children with special needs
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Andrew P

Series 66

Thomasville, NC

Edward Jones

Charitable giving & philanthropy General retirement planning Educators, Teachers, and Academics
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Tyler H

Series 66

Asheboro, NC

Edward Jones

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Daryn T

Series 66

Asheboro, NC

MWA Financial Services Inc.

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Caroline L

Series 63, Series 65

Asheboro, NC

MWA Financial Services Inc.

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Joseph G

Series 63, Series 65

Liberty, NC

MWA Financial Services Inc.

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Andrew M

Series 63, Series 65

Liberty, NC

MWA Financial Services Inc.

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Joshua M

Series 63, Series 65

Asheboro, NC

State Farm Investment Management Corp.

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