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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 8 financial advisors of 8 near 28640

Out of 400,000+ nationwide

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Jason S

Series 66

West Jefferson, NC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner Religious/faith focused
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Wiley M

Series 63, Series 66

Jefferson, NC

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
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Justin J

Series 63, Series 65

West Jefferson, NC

PFG Advisors

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Alberto T

Series 63, Series 65

Grassy Creek, NC

Wells Fargo Clearing

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Jonathan S

Series 66

West Jefferson, NC

Cetera

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Randal C

Series 66

Lansing, NC

Ameriprise

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Christopher F

Series 63, Series 65

West Jefferson, NC

LPL Financial

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David L

CFP®, Series 63, Series 66

Charlotte, NC

Ameriprise

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