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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)

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Out of 400,000+ nationwide

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Derrick D

Series 63, Series 65

Charleston, SC

Kaizen Wealth Management, LLC

General retirement planning Wealth management
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Matthew M

Series 65

Daniel Island, SC

Reconstructing Wealth

Concentrated stock management
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Joseph B

CFP®, Series 63, Series 65

Mount Pleasant, SC

Baker Asset Management, LLC

Wealth management
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Brett F

CFP®, Series 63, Series 65

Mt. Pleasant, SC

Oak Capital Advisors, LLC

General estate planning guidance Annuities
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Ryan B

CFP®, ChFC®, Series 63, Series 66

Charleston, SC

Calidris Financial, LLC

Retirement income strategy Long-term care insurance Tax-loss harvesting Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
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David H

CFA®, Series 63

Johns Island, SC

LCV Advisors LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Shannon B

Series 65, Series 66

Johns Island, SC

Baker Wealth Advisors, LLC.

Annuities Cash flow / budgeting Retirement income strategy General estate planning guidance General tax planning
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Justin L

CFA®, Series 63

North Charleston, SC

Luther Wealth Management

Passive / index investing General retirement planning
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William T

Series 63, Series 65

Mt. Pleasant, SC

Ascension Wealth Advisors, LLC

Equity compensation tax strategy Retirement income strategy Tax-loss harvesting
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Matthew L

Series 63, Series 65

Charleston, SC

Matthew Laydon Capital Management

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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