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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 28209

Out of 400,000+ nationwide

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Andrew D

Series 65

Charlotte, NC

Lake Effect Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Stephen B

CFP®

Charlotte, NC

Flat Fee Financial LLC

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Inherited wealth Student loan debt Dentist Baby Boomers (Born 1946-1964)
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David H

Series 63, Series 65

Indian Trail, NC

Cornerstone Investment Services, Inc.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Founder/Business Owner
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Dana G

Series 65

Charlotte, NC

Goldfarb Wealth Advisors

Passive / index investing Tax-loss harvesting Wealth management
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Timothy P

CFP®, Series 63, Series 65

Concord, NC

360 Aviation Advisors, LLC

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

CFP®, Series 63, Series 65

Charlotte, NC

Ocean Advisors, LLC

Options & derivatives strategies Income planning
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Stephen M

CFP®, CFA®, Series 63, Series 65

Charlotte, NC

Forward Wealth Management, LLC

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

CFP®, Series 63, Series 66

Charlotte, NC

Front Porch Financial Advisory

Founder/Business Owner
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Ryan K

CFP®, Series 63, Series 65

Charlotte, NC

Integritas Financial

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

Series 63, Series 66

Matthews, NC

Double Eagle Partners, LLC

Concentrated stock management Options & derivatives strategies Real estate investing Doctor or Medical Professional Young Professionals
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