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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 63367

Out of 400,000+ nationwide

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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting
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Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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James D

CFP®, Series 63, Series 65

Lake St. Louis, MO

Wealth Ambassadors, LLC

General retirement planning
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Chad C

Series 63, Series 65

O'fallon, MO

Centorbi Financial Group, Inc.

Income planning Retirement income strategy General estate planning guidance
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Joshua W

Series 63, Series 66

St. Charles, MO

Wheeler Financial Planning LLC

Passive / index investing
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Thomas A

Series 65

Chesterfield, MO

CedarMill Financial

Passive / index investing Tax strategies for small businesses Business Financial Management Cash flow / budgeting General tax planning Founder/Business Owner
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