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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 1,912 near 28078

Out of 400,000+ nationwide

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Michael F

CFP®

Mooresville, NC

Evergreen Wealth Services

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

Inherited wealth General retirement planning Wealth management
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Loretta G

Series 66

Concord, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Women Professionals
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Michael H

CFP®, Series 63, Series 66

Concord, NC

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Military & Veterans LGBTQIA Intergenerational Families Divorced
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Christian B

CFP®, Series 66

Huntersville, NC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Shelden F

Series 66

Mooresville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Professional Athlete Founder/Business Owner Religious/faith focused
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Marshall W

Series 66

Concord, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Planning for children with special needs Founder/Business Owner
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Katherine C

CFP®, Series 66

Mcadenville, NC

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families
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Glenn S

Series 66

Stanley, NC

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Joshua R

Series 66

Denver, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner
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Kelly B

Series 63, Series 66

Belmont, NC

Edward Jones

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