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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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Dana L

Series 63, Series 65

Wesley Chapel, FL

Capital Wise Advisory

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Alexander B

Series 66

Tampa, FL

Portfoliolab

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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Dawson R

Series 63, Series 65, Series 66

Wesley Chapel, FL

Ransome Asset Management

Options & derivatives strategies Active portfolio management
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Pritam D

Series 65

Wesley Chapel, FL

Wealth Compounders LLC

Options & derivatives strategies
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Jeremy D

ChFC®, Series 63, Series 65

Zephyrhills, FL

Noble Wealth

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Jonathan B

CFP®, Series 63, Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement
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Christopher C

Series 63, Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement
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Michael G

Series 66

Wesley Chapel, FL

BRIA Capital Group, LLC

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement
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John B

Series 63

Tampa, FL

Highstreet Financial, LLC

Active portfolio management Options & derivatives strategies Annuities
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Alex D

Series 65

San Antonio, FL

Cerasus Advisors Inc

Active portfolio management Options & derivatives strategies Concentrated stock management
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