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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 44124

Out of 400,000+ nationwide

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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Annuities
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Carl P

Series 63

Parma, OH

Intelligent Capital Management LLC

Passive / index investing Wealth management
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Ryan K

Series 63, Series 65

Solon, OH

WRK Investments, LLC

Passive / index investing Active portfolio management Concentrated stock management Options & derivatives strategies
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Michael V

Series 65

Cleveland, OH

Volition Financial Network, LLC

Active portfolio management
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Martin J

Series 63, Series 65

Brecksville, OH

Jaras Financial Services, Inc.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Retired
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James B

CFA®, Series 65

Solon, OH

Private Harbour Investment Management & Counsel LLC.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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Dave F

CFP®, CPA

Berea, OH

Flegal Financial Planning

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

General tax planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)
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Ronald R

Series 65

Lakewood, OH

Ronald J. Rich Financial Advising

Options & derivatives strategies
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Anthony B

Series 63, Series 65

Olmsted Falls, OH

Budak Financial Group, LLC

General retirement planning Income planning General tax planning
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Rosie G

Series 66

South Euclid, OH

Strait Direction Wealth Management

General tax planning Cash flow / budgeting
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