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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 20 financial advisors of 20 near 46135

Out of 400,000+ nationwide

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Alan S

CFP®

Fillmore, IN

Best Case Financial

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Cash flow / budgeting Sandwich Generation Young Families Gen Y/Millennials (Born 1980-1995)
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Jennifer J

Series 66

Greencastle, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Early retirement planning General retirement planning Self-Employed
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Lynsey L

Series 63, Series 66

Brazil, IN

Edward Jones

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

Series 65

Greencastle, IN

Wabash Capital, Inc.

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Renee S

Series 66

Brazil, IN

Creative Financial Designs, Inc.

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Taylor F

Series 63, Series 65

Greencastle, IN

MWA Financial Services Inc.

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Vernon S

Series 63, Series 65, Series 66

Greencastle, IN

J. W. Cole Advisors, Inc.

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Amanda L

Series 63, Series 65

Greencastle, IN

MWA Financial Services Inc.

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Cameron C

Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

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Johnnie C

CFP®, Series 63, Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

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