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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 37411

Out of 400,000+ nationwide

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Daryl C

Series 65

Hixson, TN

Haddon Group LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Retirement income strategy Passive / index investing
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Kevin L

Series 66

Chattanooga, TN

Lattice Wealth Advisors

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Roland M

CFP®, ChFC®

Chattanooga, TN

Mountaintop Wealth

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.

College savings (529s, UTMA, etc.) General retirement planning African Americans/Black Gen X (Born 1965-1980)
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Kevin F

Series 63, Series 65

Chattanooga, TN

Fuerst Financial Group, Inc.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Executive
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Frenise M

Series 66

Chattanooga, TN

Mann Financial Consulting Services

General retirement planning College savings (529s, UTMA, etc.) Annuities Wealth management
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Russell B

Series 66

Chattanooga, TN

Bigham Wealth Advisory LLC

Options & derivatives strategies Founder/Business Owner
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Richard D

Series 66

Chattanooga, TN

Rich Dewitt Wealth Management LLC

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Aaron W

Series 66

Signal Mountain, TN

Westrate Capital Management, Inc.

General retirement planning College savings (529s, UTMA, etc.) Tax-loss harvesting
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Joshua L

CFA®, Series 63, Series 66

Ooltewah, TN

CLP Asset Management, LLC

Annuities
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Tague G

CFA®, Series 63

Chattanooga, TN

Pantheon Investment LLC

Private / alternative investments Financial Professional
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