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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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James M

CFP®, Series 66

Fuquay Varina, NC

Red Oak Capital Advisors

General retirement planning General tax planning Wealth management Cash flow / budgeting
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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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Steven L

Series 65

Holly Springs, NC

Lewis and Associates Capital Advisors, LLC

Active portfolio management Options & derivatives strategies Life insurance needs analysis
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David I

Series 63, Series 65

Fuquay Varina, NC

Abound Investments

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jonathan M

Series 66

Apex, NC

Taelos Financial Partners LLC

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Cristof E

Series 65

Fuquay Varina, NC

Pine Ridge Wealth LLC

Passive / index investing Income planning Mid-Career Professionals Married/Couples/Partners
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David B

Series 66

Cary, NC

Brodie Wealth Management

College savings (529s, UTMA, etc.) Income planning Options & derivatives strategies
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Rupa P

CFP®, Series 65

Apex, NC

FWJ Planning LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Chris D

Series 65

Apex, NC

Sparrows Financial

Active portfolio management
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Travis T

CFP®, Series 65

Willow Spring, NC

Fortitude Financial Planning LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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