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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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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Leon S

Series 65

Surfside, FL

Thames Asset Management, Inc

Options & derivatives strategies
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Ivan M

CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66

Miami, FL

Mendoza Private Wealth

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Founder/Business Owner Retired
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Paul D

Series 65

Key Biscayne, FL

Private Lane Capital, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Retired
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Alejandro C

Series 65

Miami, FL

BlueReef Capital

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
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Kirill V

Series 65

Sunny Isles Beach, FL

Vigo Capital LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
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Edward D

Series 63, Series 65

Miami Beach, FL

Fintelect AM, LLC

Wealth management
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Brian D

Series 63, Series 65

Miami, FL

Dumont Wealth

Wealth management Long-term care insurance
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Lawrence K

CFP®, Series 65

Miami Beach, FL

LK Financial Planning LLC

Passive / index investing Wealth management College savings (529s, UTMA, etc.)
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