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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 45875

Out of 400,000+ nationwide

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Joseph H

Series 63, Series 66

Marblehead, OH

Hoffman Investment Services, LLC

Active portfolio management Options & derivatives strategies Cash flow / budgeting
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Hayward E

Series 66

Port Clinton, OH

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Ryan D

Series 66

Port Clinton, OH

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Cory L

Series 66

Ottawa, OH

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Jerrad S

Series 63, Series 65

Oak Harbor, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Matthew W

Series 63, Series 66

Port Clinton, OH

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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Paul C

Series 66

Port Clinton, OH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Daniel T

Series 66

Ottawa, OH

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Brittany G

Series 63, Series 65

Port Clinton, OH

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michelle D

Series 63, Series 66

Port Clinton, OH

Edward Jones

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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