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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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Brian B

Series 63, Series 66

Ft. Myers, FL

Silver Thread Investments

Active portfolio management
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Andrew P

Series 66

Fort Myers, FL

Roscoe Capital Management, LLC

Active portfolio management Options & derivatives strategies
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Chad K

Series 66

Fort Myers, FL

CPK Wealth Management LLC

Active portfolio management Retirement income strategy
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Andrew C

CFP®, Series 63

Cape Coral, FL

Legacy Wealth Management, Inc.

Options & derivatives strategies Cash flow / budgeting
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Sven L

Series 65

Fort Myers, FL

Lange Asset Management, Inc.

Passive / index investing
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Brian M

Series 66

Fort Myers, FL

Broaden Wealth LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Long-term care insurance Cash flow / budgeting Founder/Business Owner Retired
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Keith F

Series 66

Cape Coral, FL

MarketStrats, LLC

Cash flow / budgeting Debt management Annuities College savings (529s, UTMA, etc.)
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Todd M

CFP®, Series 63

Fort Myers, FL

Macke Financial Advisory Group

General retirement planning Income planning Founder/Business Owner Retired
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Christine S

Series 65

Ft Myers, FL

ACE Wealth Management LLC

Options & derivatives strategies Real estate investing Concentrated stock management
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Stacy A

Series 63, Series 65

Ft Myers, FL

ACE Wealth Management LLC

Options & derivatives strategies Real estate investing Concentrated stock management
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