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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 56011

Out of 400,000+ nationwide

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Jeff B

CFP®

Chaska, MN

7th St. Financial

My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. As an advisor, I have several primary roles I need to perform for my clients. 1. Listen. My first objective is to truly listen to clients and hear what is important to them so we can work towards the correct objectives. 2. Be knowledgable. This is what you pay me for. To know the things you don't that will improve your financial position. 3. Be flexible. Throughout the course of our relationship, life will inevitably throw you a few curve balls. We have to be flexible and adapt to your new life circumstances and new goals. 4. Be accountable. One of the main things people want out of an advisor is someone to keep them on task forgetting the things done they need to do. The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Consultant Gen X (Born 1965-1980)
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Daniel U

Series 63, Series 66

Belle Plaine, MN

Pankonin Financial Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ashton P

Series 66

Belle Plaine, MN

Pankonin Financial Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Isaac B

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Annuities
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Michael T

Series 63, Series 66

New Prague, MN

Michael Traxler Wealth Management, LLC

Annuities
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Ernest P

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Annuities
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Ted H

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Annuities
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Jeffrey H

Series 63, Series 66

Cologne, MN

Fortis Group Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Matthew F

Series 63, Series 65

Chaska, MN

Colliers Securities LLC

Active portfolio management
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David H

CFP®, Series 63, Series 65

Norwood, MN

ValMark Advisers, Inc.

Annuities College savings (529s, UTMA, etc.) Business succession planning Wealth management Retirement income strategy Founder/Business Owner Retired
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