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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)

Top 30 financial advisors of 50 near 28532

Out of 400,000+ nationwide

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Browning S

Series 63, Series 66

Morehead City, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Military & Veterans
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Bruce F

ChFC®, Series 66

Havelock, NC

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Military & Veterans
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James D

Series 66

Morehead City, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management Real estate investing Military & Veterans Founder/Business Owner
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Cheryl M

ChFC®, Series 66

Morehead City, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Michael O

CFP®, Series 63, Series 66

Beaufort, NC

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Joseph F

CFP®, Series 66

Beaufort, NC

Adolos Asset Management

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Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

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Robert H

Series 63, Series 66

Morehead City, NC

OSAIC Institutions, INC.

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Laura C

Series 63, Series 65

Swansboro, NC

Credit Union Investment Services

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Caroline G

Series 63, Series 66

Morehead City, NC

Credit Union Investment Services

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