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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 60467

Out of 400,000+ nationwide

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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

General retirement planning Income planning Wealth management Tax-loss harvesting
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Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Active portfolio management General tax planning
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Lyman H

CFP®, Series 66

Frankfort, IL

Regal Oak Financial, LLC

General retirement planning Founder/Business Owner
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Donald C

Series 66

Tinley Park, IL

DMC Capital Management Inc

Passive / index investing Cash flow / budgeting
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Alexander L

CFP®, Series 63, Series 65

Flossmoor, IL

OmniDivitia Wealth Management, Inc.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner
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Timothy O

Series 63, Series 65

Orland Park, IL

O'Keefe & Associates, P.C.

Passive / index investing
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Karen D

Series 65

Orland Park, IL

Chancellor Financial Services, Inc.

General retirement planning Social Security optimization Charitable giving & philanthropy
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Lauren H

CFP®, Series 65

Hinsdale, IL

Daybreak Wealth, LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management Passive / index investing
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Brian G

CFA®, Series 63, Series 65

Clarendon Hills, IL

Trinity Asset Management, Inc.

Wealth management
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Bradford T

CFP®, Series 63, Series 66

Downers Grove, IL

Bradford Capital Management, LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Long-term care insurance
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