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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 63 near 29438

Out of 400,000+ nationwide

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Todd L

CFP®, Series 63, Series 66

Johns Island, SC

Fidelity

Todd Lowen is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he collaborates with clients to develop financial plans tailored to their unique needs and goals, focusing on actionable steps and consistent follow-through to help clients achieve their objectives. Todd has accumulated extensive experience at Fidelity Investments, holding various positions since 2015, including Investment Consultant, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Portfolio Advisory Service Representative. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional work, Todd has personal interests that include board games, football, music, and parenthood.

General retirement planning Income planning Wealth management Cash flow / budgeting Parents
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David H

CFA®, Series 63

Johns Island, SC

LCV Advisors LLC

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Shannon B

Series 65, Series 66

Johns Island, SC

Baker Wealth Advisors, LLC.

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Michael L

Series 66

Johns Island, SC

Stono River Wealth Management LLC

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Patrick S

Series 66

Johns Island, SC

Atlantic Retirement & Wealth Advisors LLC

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Eugene S

Series 65

Wadmalaw Island, SC

Carolina Qualified Retirement Plan Advisers, LLC

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Lisa Q

CFP®, Series 63, Series 65

Kiawah Island, SC

Brandywine oak Private Wealth LLC

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John L

Series 63, Series 65

Saint Helena Island, SC

Graves Light Lenhart

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Regina R

Series 63

Kiawah Island, SC

Summit Capital Inc.

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Daniel R

CFP®, Series 65

Johns Island, SC

Ruedi Wealth Management, Inc.

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