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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 35205

Out of 400,000+ nationwide

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Tyler R

CFP®, Series 63, Series 65

Hoover, AL

Plimsoll Financial Planning, LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner Young Professionals
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David C

CFP®, Series 63, Series 65

Birmingham, AL

DMC Wealth Management, LLC

Charitable giving & philanthropy Retired Founder/Business Owner
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Scott S

Series 66

Birmingham, AL

Sutton Financial Group

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Rebecca Y

CFP®

Vestavia Hills, AL

Four10 Planning

Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.

Charitable giving & philanthropy Family Business General retirement planning Gen Y/Millennials (Born 1980-1995)
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Brian A

Series 63, Series 65

Birmingham, AL

Anderson Asset Management

Active portfolio management Private / alternative investments Founder/Business Owner
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Donna G

CFP®, Series 63

Birmingham, AL

Wesban Financial Consultants, P.C.

General retirement planning College savings (529s, UTMA, etc.)
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Wil D

CFA®, Series 65

Birmingham, AL

Krowten Equities

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management
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Breland B

Series 63, Series 65

Birmingham, AL

Booth Financial

Cash flow / budgeting Debt management
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Reggie M

Series 63, Series 65

Birmingham, AL

Cahaba Capital

Private / alternative investments
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John K

Series 66

Birmingham, AL

Dreamwork Financial Group

Options & derivatives strategies Real estate investing
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