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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 533 near 53118

Out of 400,000+ nationwide

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Andrew P

CFP®

Delafield, WI

Behl Wealth Management

Andrew strives to understand the uniqueness, varying backgrounds, and experiences of all clients. Andrew graduated from the University of Wisconsin-Madison in the School of Human Ecology with a degree in Personal Finance: Financial Planning along with a Certificate in Entrepreneurship from the School of Business. Coming from a board accredited program, Andrew became a CERTIFIED FINANCIAL PLANNER® within two years of his career. Andrew’s previous role was a Finance Intern for an RIA out of New Jersey where he focused on the financial planning side for clients. When not in the office or meeting with clients, Andrew enjoys traveling and exploring the various outdoor attractions and landscapes Wisconsin has to offer with his family and friends. Andrew can also be found cheering on the Milwaukee Brewers, jumping around at Camp Randall on Saturday’s, and catching a local concert.

General retirement planning Retirement income strategy General tax planning
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Brian B

CFP®, CRPC®

Delafield, WI

Behl Wealth Management

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Wealth management General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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Ryan Q

Series 66

Whitewater, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Professional Athlete
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Alister H

Series 63, Series 65

Whitewater, WI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Heather S

Series 66

Whitewater, WI

Edward Jones

Business ownership considerations Planning for children with special needs Wealth management Founder/Business Owner Intergenerational Families
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Brittany S

Series 66

Whitewater, WI

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Widow/Widower Intergenerational Families
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Kent H

Series 66

Whitewater, WI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management
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Gary M

Series 63

Mukwonago, WI

Edward Jones

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Scott H

Series 63

Mukwonago, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management
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Tara R

Series 66

Waukesha, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning Executive Doctor or Medical Professional
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