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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 126 near 50124

Out of 400,000+ nationwide

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Travis A

CFP®, CFA®, RICP®

Ankeny, IA

Custom Wealth Planners

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

General tax planning Retirement income strategy Income planning Baby Boomers (Born 1946-1964)
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De Ann T

CFP®, Series 63, Series 65, Series 66

Huxley, IA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner Intergenerational Families
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Luke B

CFP®, Series 66

Ankeny, IA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Austin W

Series 63, Series 66

Ames, IA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Ryleah C

CFP®, Series 66

Ankeny, IA

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer
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Kyle M

Series 66

Polk City, IA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Charitable giving & philanthropy Founder/Business Owner
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John T

Series 63, Series 66

Ames, IA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Brian H

CFP®, Series 63, Series 66

Ankeny, IA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
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Allison V

CFP®, ChFC®, Series 66

Ankeny, IA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Stacey K

CFP®, Series 66

Ankeny, IA

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management General estate planning guidance
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