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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 13 financial advisors of 13 near 54216

Out of 400,000+ nationwide

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Paul R

Series 63, Series 66

Luxemburg, WI

Merrill

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Larry B

Series 63, Series 66

Casco, WI

LNB Financial LLC

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Dana T

Series 63, Series 66

Kewaunee, WI

Midwestern Securities Trading Company, LLC

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John F

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

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Erin H

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

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Shaefer O

Series 63, Series 65

Luxemburg, WI

Harbour Investments, Inc.

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John K

Series 63

Kewaunee, WI

Packerland Brokerage Services, Inc.

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Gail T

Series 63

Luxemburg, WI

Packerland Brokerage Services, Inc.

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Stefan M

Series 66

Luxemburg, WI

Ameriprise

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Derek S

CFP®, Series 63, Series 66

Luxemburg, WI

Ameriprise

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