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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 90 near 53094

Out of 400,000+ nationwide

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Marie S

CFP®, EA

Watertown, WI

Entirement Financial Planning LLC

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
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David S

Series 66

Dousman, WI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Divorced
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Karen A

Series 63

Dousman, WI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Danielle C

Series 66

Dousman, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Planning for children with special needs
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Aaron G

Series 63

Lake Mills, WI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Adam B

Series 66

Oconomowoc, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner Executive Doctor or Medical Professional Real Estate Professional
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Michael H

Series 66

Oconomowoc, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Doctor or Medical Professional LGBTQIA
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Wendy P

Series 66

Watertown, WI

Edward Jones
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Barry D

Series 63

Lake Mills, WI

Denny, Barry T.
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John G

Series 63

Oconomowoc, WI

Hohensee Financial Services, Inc.
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