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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 16 financial advisors of 16 near 49036

Out of 400,000+ nationwide

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Allison O

Series 66

Coldwater, MI

Edward Jones

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Derek S

Series 66

Bronson, MI

Edward Jones

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

Series 66

Coldwater, MI

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jordan B

CFP®, Series 66

Coldwater, MI

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Multi-generational wealth transfer
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Samuel W

ChFC®, Series 66

Litchfield, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Tracy K

CFP®, ChFC®, Series 66

Coldwater, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies
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James M

Series 63, Series 65

Coldwater, MI

AE Wealth Management, LLC

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Robert R

Series 63, Series 66

Coldwater, MI

SPC

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Tammi S

Series 63, Series 65

Coldwater, MI

AE Wealth Management, LLC

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Barbara W

Series 63, Series 65

Coldwater, MI

Cambridge Investment Research Advisors

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