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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 47 near 54558

Out of 400,000+ nationwide

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Maxwell W

CFP®, Series 66

Eagle River, WI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer
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Chad K

Series 66

Eagle River, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Intergenerational Families
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Brian N

Series 63

Minocqua, WI

Edward Jones

Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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Mark R

Series 63, Series 66

Conover, WI

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Garrett M

Series 66

Minocqua, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Robert O

Series 63, Series 65

Minocqua, WI

Omelina Group Wealth Management Inc.

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Daily E

Series 63, Series 66

Minocqua, WI

Associated Investment Services, Inc.

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Aaron M

Series 66

Saint Germain, WI

U.S. Bancorp Advisors, LLC

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Charles O

Series 63, Series 65

Minocqua, WI

Packerland Brokerage Services, Inc.

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Thomas W

Series 63, Series 66

Eagle River, WI

Gateway Wealth Partners, LLC

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