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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 46992

Out of 400,000+ nationwide

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Terry D

Series 63, Series 65

Roann, IN

Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired
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Tyler O

Series 66

Wabash, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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James W

Series 63, Series 65

Wabash, IN

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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Jarrod M

Series 63, Series 65

Wabash, IN

OSAIC

Annuities Founder/Business Owner Executive Retired
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Tyra W

Series 63, Series 66

Peru, IN

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Troy B

Series 66

Wabash, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Ryan S

Series 63, Series 66

Peru, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Amy S

CFP®, Series 66

Wabash, IN

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Wayne D

Series 66

Wabash, IN

Edward Jones

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

Series 66

Wabash, IN

OSAIC

Annuities Founder/Business Owner Executive Retired
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