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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 39819

Out of 400,000+ nationwide

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Timothy S

Series 65

Bainbridge, GA

Broad Reach Capital LLC

Active portfolio management Options & derivatives strategies
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Tina T

Series 65

Decatur, GA

Chicory Wealth

General retirement planning Wealth management ESG / Sustainable investing Tax strategies for small businesses General estate planning guidance
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Rosanna N

CFP®, Series 65

Decatur, GA

Chicory Wealth

General retirement planning Wealth management ESG / Sustainable investing Tax strategies for small businesses General estate planning guidance
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Stephen P

Series 63

Bainbridge, GA

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Roland H

Series 66

Bainbridge, GA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Robert M

Series 66

Bainbridge, GA

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance
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Keith L

Series 66

Bainbridge, GA

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Rhonda D

Series 66

Bainbridge, GA

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Keith L

Series 63, Series 66

Bainbridge, GA

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Major B

Series 66

Bainbridge, GA

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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