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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 27517

Out of 400,000+ nationwide

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Christopher C

Series 63

Durham, NC

Chris C Crenshaw Financial Services, LLC

Wealth management
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Naveen Reddy G

Series 65

Morrisville, NC

gnrfunds LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Joseph S

PFSâ„¢, Series 65

Durham, NC

Reliance Financial Group, Inc.

General retirement planning Cash flow / budgeting General tax planning Wealth management
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Jean M

Series 63, Series 65

Chapel Hill, NC

J. Pierre Masse

General retirement planning General tax planning General estate planning guidance
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Jennifer L

CFP®, Series 65

Durham, NC

Lazarus Financial Planning

General retirement planning
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John Y

CFP®, Series 66

Chapel Hill, NC

Cardinal Wealth Partners, LLC

Retirement income strategy Active portfolio management Options & derivatives strategies Long-term care insurance Executive
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David E

Series 63, Series 65

Cary, NC

Artifex Advisory Group, Inc.

Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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Thomas F

CFP®, Series 65

Durham, NC

Portolan Financial Planning LLC

Tax-loss harvesting General tax planning Wealth management Passive / index investing
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John M

Series 63, Series 65

Chapel Hill, NC

Spectrum Advisers, LLC

Retirement income strategy Social Security optimization Income planning Wealth management Founder/Business Owner Executive
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Steven T

Series 65

Durham, NC

Pragmatic Portfolios, LLC

Passive / index investing Tax-loss harvesting Wealth management
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