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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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)

Top 30 financial advisors of 62 near 43545

Out of 400,000+ nationwide

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Jason D

CFP®

Defiance, OH

Demland Wealth LLC

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Michael S

CFP®, Series 66

Napoleon, OH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Logan W

Series 66

Defiance, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Jeremy O

Series 66

Defiance, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Inheritance planning
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Terry H

CFP®, Series 66

Napoleon, OH

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance
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Wanda N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Jacob N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Blake S

CFP®, Series 66

Napoleon, OH

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Jason B

CFA®, Series 63

Mcclure, OH

Stirling Bridge Wealth Partners, LLC

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David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

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