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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)

Top 30 financial advisors of 56 near 62951

Out of 400,000+ nationwide

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Sidney S

Series 66

Johnston City, IL

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance
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Garrett B

CFP®, Series 66

Marion, IL

Edward Jones

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

Series 66

Energy, IL

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner Intergenerational Families
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Cale N

Series 66

Marion, IL

Edward Jones

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

Series 66

Johnston City, IL

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jarrod M

Series 63, Series 66

West Frankfort, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Derek H

Series 63, Series 66

Carterville, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Troy W

Series 66

Benton, IL

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Inheritance planning Military & Veterans
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Max N

CFP®, Series 65

Carterville, IL

Core Planning

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Sheila L

Series 63, Series 65

Marion, IL

KCPAG Financial Advisors LLC

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