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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 77 near 55013

Out of 400,000+ nationwide

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Adam C

CFP®, Series 66

North Branch, MN

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

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

CFP®, Series 63

Saint Croix Falls, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Tucker H

CFP®, Series 66

Osceola, WI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Patrick G

Series 63

Forest Lake, MN

Edward Jones

Retirement income strategy Planning for children with special needs
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Joseph N

Series 66

Wyoming, MN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Newlywed/Engaged Young Families
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Brandon N

CFP®, Series 66

Wyoming, MN

Edward Jones

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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Austin F

Series 63, Series 65

Forest Lake, MN

Fidelity

Austin Franz is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Relationship Specialist at Charles Schwab from 2019 to 2020 and as a Financial Specialist at UW Credit Union from 2017 to 2019. In his current role, Austin focuses on understanding clients' unique financial situations through a collaborative process. He works with clients to develop retirement plans and investment strategies aimed at helping them navigate the financial landscape and move closer to achieving their financial goals. Outside of his professional career, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing Parents
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Schuyler O

Series 66

Forest Lake, MN

Fidelity

Schuyler Olson is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2024 to 2025 and 2022 to 2024, respectively. His career in financial advising began in 2018, with roles at Edward Jones, Primerica Financial Services, and Equitable Advisors, LLC. In his current role, Schuyler works closely with clients to help them understand their financial position and develop strategies tailored to their goals within a complex environment. He emphasizes education and collaboration to create plans that clients feel comfortable with. Outside of his professional work, Schuyler has interests in board games, camping, hiking, military service, pets, and volunteering.

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