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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)

Advisors near 34990

Out of 400,000+ nationwide

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William R

Series 66

Palm City, FL

Riddick & Co Entrepreneurial Finance, LLC

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Mindie M

Series 65

Stuart, FL

Mindie Molina Investments, LLC

Passive / index investing Active portfolio management
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William H

ChFC®, Series 65

Stuart, FL

W.H. Financial Services, Inc.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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Craig L

CFP®, Series 63, Series 65

Stuart, FL

Twenty-First Century Financial Advisors Inc

Annuities Active portfolio management Options & derivatives strategies
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Samuel B

Series 66

Port Saint Lucie, FL

Southern Magnolia Investment Management LLC

Private / alternative investments Options & derivatives strategies
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John L

CFP®, ChFC®, Series 63

Stuart, FL

Index Portfolio Advisors, LLC

Passive / index investing
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Edward W

PFSâ„¢, Series 65

Port St Lucie, FL

Edward R.. Wildman, CPA, LLC

ESG / Sustainable investing Active portfolio management
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Joel L

Series 63, Series 65

Stuart, FL

Lipton Capital Management

Options & derivatives strategies
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William D

Series 63, Series 65

Port St. Lucie, FL

Donner's Financial Services Inc.

Annuities
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Thomas D

Series 66

Stuart, FL

Davies Wealth Management LLC

Long-term care insurance Life insurance needs analysis Options & derivatives strategies
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