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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)

Advisors near 55044

Out of 400,000+ nationwide

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Bradley H

Series 63, Series 65

Savage, MN

Sword and Shield Solutions LLC

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Richard M

CFP®, PFS™, Series 63

Prior Lake, MN

Compass Private Wealth Consulting, LLC

Debt management Business succession planning General retirement planning Cash flow / budgeting
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Anghel S

CFP®, Series 66

Apple Valley, MN

Efficient Market Investments, LLC

Income planning General tax planning Business exit / sale strategy Options & derivatives strategies Founder/Business Owner Retired
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Daniel M

Series 63, Series 65

Apple Valley, MN

Greater Good Financial

ESG / Sustainable investing Active portfolio management Passive / index investing
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Bradley S

Series 63, Series 66

Elko, MN

Family Wealth Management

Active portfolio management Tax-loss harvesting
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Brian J

Series 66

Elko New Market, MN

NextGen Financial Advice LLC

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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James K

Series 63, Series 66

Burnsville, MN

Frazer Bay Investments L. L. C.

Active portfolio management Options & derivatives strategies
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Thomas J

Series 63, Series 65

Lakeville, MN

Retirement Planning and Management, Inc.

General retirement planning Life insurance needs analysis
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Robert W

ChFC®, Series 66

Apple Valley, MN

Fountain Financial Group, Inc.

Active portfolio management Options & derivatives strategies
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Leonard F

Series 65

Savage, MN

Scarecrow Trading Inc.

Active portfolio management Options & derivatives strategies
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