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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)

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Lawrence Z

Series 63, Series 65

Fenton, MI

4Square Advisory Services, Inc.

Annuities Real estate investing
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Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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Daniel R

Series 65

Holly, MI

Daniel Ryan Financial LLC

Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Michael K

Series 63, Series 65

Ortonville, MI

Kastler Financial Planning

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting Approaching retirement
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Joseph V

Series 66

Goodrich, MI

JDV Wealth Advisors, LLC

General retirement planning College savings (529s, UTMA, etc.) Concentrated stock management Real estate investing
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Kenneth S

Series 65

Grand Blanc, MI

Retirement Capital Services LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Rocky I

Series 63, Series 65

Clarkston, MI

Daniel Krug & Associates

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting
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Randolph R

ChFC®, Series 63

Holly, MI

RHL Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Edward I

CFP®, Series 63, Series 65, Series 66

Swartz Creek, MI

Security First Financial

Wealth management
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Paul P

Series 63, Series 65

Holly, MI

RHL Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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