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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)

Top 30 financial advisors of 94 near 45869

Out of 400,000+ nationwide

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Ross B

Series 63

New Bremen, 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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Carter S

Series 66

Wapakoneta, OH

Edward Jones

Retirement income strategy Business ownership considerations Real estate investing Founder/Business Owner Intergenerational Families
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Travis E

Series 66

St. Marys, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Bryson L

CFP®, Series 66

Sidney, OH

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher M

Series 63

Celina, OH

Edward Jones

General retirement planning
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Eric M

Series 66

Celina, OH

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Values-based investing Religious/faith focused
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Tony S

Series 63, Series 66

Wapakoneta, OH

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management
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Dominique C

Series 66

Sidney, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Andrew S

Series 66

Sidney, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Cash flow / budgeting
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James H

Series 66

Celina, OH

Edward Jones

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