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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 103 near 27215

Out of 400,000+ nationwide

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Paul B

Series 66

Graham, NC

Edward Jones

Divorce financial planning General estate planning guidance Retirement income strategy Early retirement planning
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Charles M

Series 66

Burlington, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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William A

Series 63, Series 66

Burlington, NC

Edward Jones

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Brian S

Series 63, Series 66

Burlington, NC

Edward Jones

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
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Alexander D

Series 63, Series 65

Burlington, NC

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management
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Rachel B

Series 66

Gibsonville, NC

Edward Jones

Charitable giving & philanthropy General estate planning guidance Inheritance planning Retirement income strategy
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Nidia F

Series 63, Series 65

Mebane, NC

Flores Bayne Llc

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Katrina S

Series 63, Series 65

Burlington, NC

Provident Wealth Management

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Laura C

Series 63, Series 65

Burlington, NC

Provident Wealth Management

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Menelaos F

Series 65

Burlington, NC

Secure Wealth, Inc.

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