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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 61108

Out of 400,000+ nationwide

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Donna Q

CFP®, Series 63, Series 65

Loves Park, IL

Quam Wealth Advisory Group LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Barbara L

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

General retirement planning Social Security optimization General tax planning Wealth management
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Jeffrey D

Series 63, Series 65

Loves Park, IL

DiBenedetto & Associates Ltd

Long-term care insurance Life insurance needs analysis Annuities
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Timothy K

ChFC®, Series 63, Series 65

Rockford, IL

Midwest Financial Associates, Inc.

General retirement planning Income planning Annuities Wealth management Cash flow / budgeting
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George B

Series 63

Rockford, IL

Bates Financial Advisors, Inc.

Annuities General estate planning guidance Retirement income strategy Cash flow / budgeting Tax-loss harvesting
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Alex D

Series 63, Series 65

Rockford, IL

DiBenedetto & Associates Ltd

Long-term care insurance Life insurance needs analysis Annuities
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George B

Series 63, Series 65

Rockford, IL

Bates Financial Advisors, Inc.

Annuities General estate planning guidance Retirement income strategy Cash flow / budgeting Tax-loss harvesting
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Philip G

CFP®, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

General retirement planning Social Security optimization General tax planning Wealth management
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Charles D

ChFC®, Series 63

Rockford, IL

DiBenedetto & Associates Ltd

Long-term care insurance Life insurance needs analysis Annuities
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Benjamin M

Series 63

Rockford, IL

Midwest Financial Associates, Inc.

General retirement planning Income planning Annuities Wealth management Cash flow / budgeting
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