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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 45206

Out of 400,000+ nationwide

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Bruce R

PFSâ„¢, Series 63, Series 65

Cincinnati, OH

Russo Investment Management

General tax planning Cash flow / budgeting Wealth management Passive / index investing
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Justin W

Series 65

Cincinnati, OH

J1 Capital LLC

Options & derivatives strategies Tax-loss harvesting
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Shawn H

CFP®

Edgewood, KY

Hannegan Wealth Management, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Robert M

CFA®, Series 63, Series 65

Cincinnati, OH

Virgil Wealth Advisory

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Mark S

ChFC®, Series 63

Cincinnati, OH

Schmerge Executive Planning Services, Inc.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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John S

CFA®, Series 63

Cincinnati, OH

Ten Talents Asset Management

Equity compensation tax strategy Options & derivatives strategies Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
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Timothy K

CFP®, Series 66

Cincinnati, OH

Phase Line Financial

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Kristine O

Series 63

Cincinnati, OH

Wealth Transitions, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Benjamen J

Series 66

Milford, OH

Jacobs Wealth Management, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph F

Series 63, Series 65

Cincinnati, OH

Seven Hills Capital Advisors

General retirement planning Income planning Wealth management Active portfolio management Cash flow / budgeting
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