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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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)

Top 30 financial advisors of 624 near 33912

Out of 400,000+ nationwide

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David D

Series 63, Series 65, Series 66

Ft. Myers, FL

Edward Jones

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Els B

CFP®, Series 66

Fort Myers, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business Financial Management General estate planning guidance Founder/Business Owner
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Kip H

Series 66

Fort Myers, FL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management
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Terry F

Series 63, Series 66

Cape Coral, FL

Edward Jones

Business ownership considerations Business succession planning Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Hector G

Series 66

Cape Coral, FL

Edward Jones

Business ownership considerations Tax strategies for small businesses Wealth management Military & Veterans Hispanic/Latino/Latinx
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Shelby K

Series 66

Ft Myers, FL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy
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Martin P

Series 66

Ft Myers, FL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Taylor S

CFP®, Series 66

Ft Myers, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Josh W

Series 66

Cape Coral, FL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Taylor C

Series 66

Cape Coral, FL

Edward Jones

Retirement income strategy Wealth management General retirement planning Women Professionals
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