Direct booking

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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 32746

Out of 400,000+ nationwide

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Margaret B

CFP®, Series 66

Maitland, FL

Gen2 Advisors, LLC

Wealth management General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Christopher H

CFP®, Series 63, Series 65

Lake Mary, FL

Haysley Financial Services, Inc.

Active portfolio management Private / alternative investments Real estate investing
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Jarett B

CFP®, Series 66

Winter Park, FL

Venture Wealth Solutions LLC

General retirement planning Cash flow / budgeting Tax-loss harvesting Wealth management
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Michael M

Series 63, Series 65

Maitland, FL

Inspire Capital Management LLC

Options & derivatives strategies Concentrated stock management
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David B

Series 63, Series 65, Series 66

Lake Mary, FL

Batman Wealth Management, LLC

Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Retired
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Lessandra K

Series 65

Lake Mary, FL

Alconbury Trust L.L.C

General retirement planning Retirement income strategy Annuities Wealth management Cross-border & expatriate issues
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Jean Philippe A

Series 66

Maitland, FL

J.P. Aubry Wealth Advisors, LLC

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner
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David P

Series 63, Series 66

Winter Park, FL

Toro Financial Advisors

Retirement plans for business owners (SEP, solo 401k) Entity structure planning (LLC, S-Corp) Options & derivatives strategies Founder/Business Owner Executive
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Jeffrey N

CFP®, Series 63, Series 65

Winter Park, FL

Avenues Wealth, LLC

Annuities Retirement income strategy
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Charles B

CFP®, Series 63, Series 65

Longwood, FL

Longview, Inc.

Wealth management
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