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Advisors near 55439

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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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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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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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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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Paula L

Series 63, Series 65

St Paul, MN

Ramsey Hill Asset Management LLC

Passive / index investing Active portfolio management
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Wealth management Passive / index investing
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Nathan M

Series 63, Series 66

Plymouth, MN

MWM Wealth Advisory, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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Britt C

Series 66

Saint Paul, MN

Clanton Financial Partners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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