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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 1,423 near 60543

Out of 400,000+ nationwide

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Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Ryan P

CFP®, ChFC®, Series 63, Series 65

Naperville, IL

Edward Jones

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Edward D

Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Mary Kay H

CFP®, ChFC®, Series 66

Plainfield, IL

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families
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Michael P

CFP®, Series 66

Naperville, IL

Edward Jones

Retirement income strategy Liquidity event planning Business exit / sale strategy General estate planning guidance
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Aaron L

Series 66

Naperville, IL

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Startup equity planning Liquidity event planning Military & Veterans
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John H

CFP®, Series 66

Aurora, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Michael F

Series 66

Naperville, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx LGBTQIA
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Ken M

Series 63, Series 66

Wheaton, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Gregg S

Series 63, Series 66

Oswego, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management
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