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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 30 financial advisors of 36 near 49408

Out of 400,000+ nationwide

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Scott E

Series 63, Series 65

Vero Beach, FL

Merrill

Scott Eccker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1980, he has provided financial guidance to attorneys, physicians, business executives, and entrepreneurs. His expertise includes financial strategies, retirement income planning services, and liability management. Scott is also a specially qualified Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis that may involve individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Scott holds a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan’s Stephen M. Ross School of Business. He carries the Personal Investment Advisor (PIA) designation. Over his career, he has developed long-term client relationships, some spanning more than three decades, and serves multiple generations of families. He was named to the 2023 Forbes “Best in State Wealth Management Teams” list as part of the Eccker Bujdos Andrews Group.

Retirement income strategy Income planning Wealth management Active portfolio management Umbrella liability Attorney Doctor or Medical Professional Executive Founder/Business Owner
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Alayna O

Series 66

Allegan, MI

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Gary B

Series 66

Allegan, MI

Edward Jones

Retirement income strategy Liquidity event planning Business exit / sale strategy General estate planning guidance Executive
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Kristopher R

ChFC®, Series 66

Holland, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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Kyle B

CFP®, ChFC®, Series 63, Series 66

Hamilton, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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Clayton S

CFP®, Series 66

Allegan, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Bryan P

Series 66

Grand Rapids, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) ESG / Sustainable investing Wealth management Charitable giving & philanthropy Values-based investing Religious/faith focused
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Scott P

Series 63, Series 66

Holland, MI

Edward Jones

Business ownership considerations Business succession planning Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Michael K

Series 66

Fennville, MI

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner Divorced
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John L

CFP®, Series 63

Douglas, MI

John M. Leonard, LLC

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