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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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David A. L

Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Bruce K

CFA®, Series 66

Plantation, FL

Envision Asset Management, Inc.

Wealth management
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Hugh M

Series 65

Davie, FL

Moore Financial Planning Advisors, LLC

Cash flow / budgeting General tax planning
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Eileen M

CFP®, Series 63

Davie, FL

Mouly Financial Management, Inc.

General tax planning Annuities
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Jubin K

CFP®, Series 63, Series 65

Coral Springs, FL

Profitable Financial Strategies

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Active portfolio management
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Zachary W

Series 66

Ft. Lauderdale, FL

Wolfson Private Wealth, LLC

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Jyote P

Series 65

Fort Lauderdale, FL

Harbor Wealth Management

Wealth management
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Sherman S

Series 65

Fort Lauderdale, FL

Steele Asset Management

General retirement planning General tax planning
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Andrew A

Series 65

Hollywood, FL

Acosta Capital Advisors

Options & derivatives strategies 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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