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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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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Options & derivatives strategies Passive / index investing Active portfolio management
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Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Lamont S

Series 66

Kennesaw, GA

Schumpert Investments, LLC

Wealth management General retirement planning Income planning Long-term care insurance Self-Employed
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Ali S

CFP®, Series 63

Alpharetta, GA

Cwpim

Wealth management General retirement planning Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Herbert M

Series 63, Series 65

Marietta, GA

DPM Wealth Management, Inc.

Active portfolio management
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Martin S

CFP®, Series 63, Series 65

Marietta, GA

Financial Planning Partners

General tax planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Cash flow / budgeting Self-Employed Founder/Business Owner
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Elizabeth H

Series 65

Alpharetta, GA

E.A. Hendrich Financial Planning, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Passive / index investing Mid-Career Professionals Approaching retirement
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James M

Series 65, Series 66

Alpharetta, GA

Ensure Capital LLC

Options & derivatives strategies Long-term care insurance Cash flow / budgeting General retirement planning
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John S

CFP®, Series 65

Roswell, GA

Mike Sena Advisors, Inc.

General retirement planning Retirement withdrawal strategies General tax planning Cash flow / budgeting
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Trevor R

Series 65

Marietta, GA

Waypoint Financial Planning, LLC

Business sale tax planning Business ownership considerations Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.)
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