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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)

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Out of 400,000+ nationwide

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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Annuities
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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Options & derivatives strategies Annuities
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Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Passive / index investing General retirement planning
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Michael H

Series 63, Series 65

Wichita, KS

Coordinated Financial Management

Wealth management Retirement income strategy Tax-loss harvesting Active portfolio management Retired
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Peter T

CFP®, Series 66

Wichita, KS

Tomassi Financial Planning, LLC

Income planning College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies
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Charles Z

CFP®, PFS™, Series 65, Series 66

Valley Center, KS

Strategic Asset Management, LLC

Wealth management Passive / index investing Annuities Retirement income strategy
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Alec V

Series 65

Wichita, KS

Pollux Wealth Management

Active portfolio management Private / alternative investments
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Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Annuities Family Business Founder/Business Owner Executive
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Elijah C

Series 66

Wichita, KS

Legacy Map Design, LLC

Wealth management College savings (529s, UTMA, etc.) Debt management
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John E

Series 63, Series 65

Wichita, KS

Financial Benefits, Inc.

General estate planning guidance College savings (529s, UTMA, etc.) General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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