Direct booking

firm logo

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 62301

Out of 400,000+ nationwide

user avatar
firm logo

Blaine T

Series 65

Quincy, IL

Keybridge Capital

General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies
user avatar
firm logo

Timothy O

Series 63, Series 65

Quincy, IL

O'Connor Financial Group LLC

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael D

CFP®, Series 66

Quincy, IL

PurposePath Capital, LLC

Private / alternative investments Wealth management Tax-loss harvesting Annuities Founder/Business Owner
user avatar
firm logo

Daniel W

Series 63, Series 65

Quincy, IL

O'Connor Financial Group LLC

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Jackson O

CFP®, Series 63, Series 65

Quincy, IL

O'Connor Financial Group LLC

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Nicholas T

CFA®, Series 63, Series 66

O'fallon, MO

PurposePath Capital, LLC

Private / alternative investments Wealth management Tax-loss harvesting Annuities Founder/Business Owner
user avatar
firm logo

Todd B

Series 63, Series 65

Payson, IL

Blackbay Capital Advisors LLC

Private / alternative investments Active portfolio management
user avatar
firm logo

Tad L

Series 65

Quincy, IL

IPI Wealth Management, Inc.

ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Gavin H

Series 65

Quincy, IL

Cwm, Llc

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Andrew W

CFP®, Series 66

Quincy, IL

Core Planning

Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.