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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)

Advisors near 53092

Out of 400,000+ nationwide

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Matthew B

Series 65

Glendale, WI

Erenda Capital

Active portfolio management Concentrated stock management Income planning
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Brian C

CFP®, Series 63, Series 66

Whitefish Bay, WI

Clarke Financial Counsel, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Concentrated stock management Active portfolio management Passive / index investing
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Clarence C

Series 63, Series 65

Mequon, WI

Christiansen Asset Management LLC

Medicare planning
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Michael S

CFA®, Series 63

Mequon, WI

Summit Financial Management LLC

Cash flow / budgeting Debt management Retirement income strategy Tax strategies for small businesses
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Liran A

Series 65

Glendale, WI

SKP Wealth

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner
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Ronald L

Series 63, Series 65

West Bend, WI

Larson Wealth Management, LLC

General retirement planning Income planning Long-term care insurance
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Diane E

CFP®

Germantown, WI

Direction Financial Management, LLC

General retirement planning Cash flow / budgeting General tax planning Retirement income strategy Executive Founder/Business Owner Retired Approaching retirement Sandwich Generation
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Jennifer H

CFP®, Series 63, Series 65

Pewaukee, WI

FiduciaOne

General retirement planning Annuities General tax planning Cash flow / budgeting
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Patrick L

Series 65

Bayside, WI

Lotzer & Co.,Inc.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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