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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 271 near 61072

Out of 400,000+ nationwide

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Erna C

CFP®, Series 66

Rockford, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner
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Tara H

Series 66

Rockford, IL

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Stacy B

Series 66

Rockford, IL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Military & Veterans
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Carl G

CFP®, Series 66

Rockford, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Business succession planning Military & Veterans Founder/Business Owner
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Kevin D

CFP®, Series 66

Rockford, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Karre C

ChFC®, Series 66

Rockford, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer
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Nicole M

Series 66

Loves Park, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management Financial Professional
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Daisy F

ChFC®, Series 63, Series 66

Rockford, IL

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Charitable giving & philanthropy Hispanic/Latino/Latinx
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Casondra R

Series 66

Loves Park, IL

Edward Jones

Divorce financial planning General retirement planning
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Bryan O

Series 63, Series 66

Loves Park, IL

Edward Jones

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