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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 28574

Out of 400,000+ nationwide

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James J

Series 65

Beulaville, NC

CP Advisors, Inc.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Debt management
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Randy A

Series 65

Beulaville, NC

CP Advisors, Inc.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Debt management
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Richard P

CFP®, Series 63, Series 65

Jacksonville, NC

Financial Security Advisory Inc

Private / alternative investments Wealth management
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Jessica B

Series 63, Series 65

Richlands, NC

First Citizens Investor Services, Inc.

Tax-loss harvesting Tax strategies for small businesses
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Perry A

Series 63, Series 65

Jacksonville, NC

Credit Union Investment Services

General retirement planning Passive / index investing
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Joseph S

Series 66

Jacksonville, NC

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Joseph M

CFP®, Series 63, Series 65

Jacksonville, NC

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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John B

Series 63, Series 65

Jacksonville, NC

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Walter E

CFP®, ChFC®, Series 66

Jacksonville, NC

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Casey S

Series 63, Series 65

Jacksonville, NC

Credit Union Investment Services

General retirement planning Passive / index investing
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