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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)

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Out of 400,000+ nationwide

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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)
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Peter O

Series 63, Series 65

Maplewood, MN

MPM Financial Corporation

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management
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Justin M

Series 66

Woodbury, MN

VIP Financial Associates

General retirement planning Cash flow / budgeting
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Thomas T

ChFC®, Series 63, Series 65

White Bear Lake, MN

Thompson Financial Transitions Inc.

General retirement planning Long-term care insurance Cash flow / budgeting Founder/Business Owner Retired
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Dejan I

Series 65

Lake Elmo, MN

SCM Investment Services

College savings (529s, UTMA, etc.) Passive / index investing
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Jesse S

CFP®, Series 63

Bayport, MN

Prevail Financial Partners, LLC

General retirement planning Annuities Options & derivatives strategies
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Jay R

Series 63, Series 65

Stillwater, MN

Investors Choice

Active portfolio management Options & derivatives strategies Annuities
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David H

CFP®, ChFC®, Series 63, Series 66

Woodbury, MN

Hammer Advisory Services, Inc.

General retirement planning College savings (529s, UTMA, etc.)
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Michael H

Series 63, Series 65

Mahtomedi, MN

YES Wealth Management

General retirement planning Wealth management Passive / index investing
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James H

Series 65

Mahtomedi, MN

YES Wealth Management

General retirement planning Wealth management Passive / index investing
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