Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

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 71 near 48079

Out of 400,000+ nationwide

firm logo

Sloan K

Series 66

New Baltimore, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning Business Financial Management Founder/Business Owner Professional Athlete Doctor or Medical Professional
firm logo

Robert W

Series 66

Port Huron, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
firm logo

Mark L

CFP®, Series 66

New Baltimore, MI

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Planning for children with special needs Military & Veterans
firm logo

William P

Series 66

St Clair, MI

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Military & Veterans Founder/Business Owner
firm logo

Ashlyn K

CFP®, Series 66

New Baltimore, MI

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Government Employee Intergenerational Families
firm logo

Nicholas C

Series 66

Port Huron, MI

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
firm logo

Thomas T

Series 66

New Baltimore, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement income strategy General retirement planning Educators, Teachers, and Academics
firm logo

Kimberley G

Series 63, Series 65, Series 66

Ira, MI

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
firm logo

Joseph L

Series 66

Marysville, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
firm logo

Janelle M

CFP®, Series 66

Richmond, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Women Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")