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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)

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Out of 400,000+ nationwide

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Jeremy S

Series 63, Series 65

Reidsville, NC

Lincoln Investment

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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Robert G

Series 63, Series 65

Mayodan, NC

OSAIC Institutions, INC.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Cody M

Series 63, Series 65

Madison, NC

Credit Union Investment Services

General retirement planning Passive / index investing
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Justin P

Series 63, Series 66

Eden, NC

OSAIC Institutions, INC.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Mark B

Series 63, Series 65

Reidsville, NC

Credit Union Investment Services

General retirement planning Passive / index investing
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Thad T

CFP®, Series 63, Series 65

Madison, NC

First Citizens Investor Services, Inc.

Tax-loss harvesting Tax strategies for small businesses
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Dustin G

Series 66

Eden, NC

Credit Union Investment Services

General retirement planning Passive / index investing
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Lauren F

Series 66

Eden, NC

Edward Jones

General retirement planning Founder/Business Owner Executive Doctor or Medical Professional Educators, Teachers, and Academics
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John B

Series 63, Series 65

Reidsville, NC

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Catherine S

Series 63, Series 66

Madison, NC

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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