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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 23 financial advisors of 23 near 49073

Out of 400,000+ nationwide

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Madison C

Series 66

Hastings, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Educators, Teachers, and Academics Women Professionals
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Zachary K

Series 66

Lake Odessa, MI

Edward Jones

Business exit / sale strategy Business succession planning Business Financial Management
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Andrew C

CFP®, Series 63, Series 65

Hastings, MI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Planning for children with special needs
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Jeffrey D

Series 66

Hastings, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Nicholas H

CFP®, Series 66

Charlotte, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Kevin B

CFP®, Series 66

Hastings, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance
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Wendi S

CFP®, Series 66

Nashville, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Joshua D

Series 66

Charlotte, MI

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Bruce E

Series 63, Series 65

Hastings, MI

Summit Advisors, LLC

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Clayton E

Series 63, Series 65

Hastings, MI

Summit Advisors, LLC

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