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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 29601

Out of 400,000+ nationwide

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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting
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Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Royce A

Series 63, Series 65

Greer, SC

Angelroyce Wealth Advisors, LLC

Retirement income strategy Income planning General estate planning guidance General tax planning Cash flow / budgeting Retired
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Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
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David L

CFA®

Greenville, SC

DeMesne Investments

Active portfolio management
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Christopher A

Series 66

Greer, SC

Anderson Wealth Management, Inc.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
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Norman A

CFP®, Series 63

Greenville, SC

Greenville Capital

Real estate investing Passive / index investing Active portfolio management Factor investing / smart beta
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