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 73159

Out of 400,000+ nationwide

user avatar

Larry B

Series 65

Nichols Hills, OK

Valendo Private Asset Management, Inc.

Active portfolio management Concentrated stock management
user avatar

Corneluis M

Series 65

Moore, OK

Uisonet

Annuities
user avatar
firm logo

Michael F

Series 65

Oklahoma City, OK

Trilogy Financial Solutions

General retirement planning Debt management
user avatar
firm logo

Christopher M

Series 65

Oklahoma City, OK

Integrated Planning Strategies, LLC

Options & derivatives strategies Active portfolio management
user avatar

Kenneth B

CFA®, Series 63

Oklahoma City, OK

Krb And Associates, Inc

Options & derivatives strategies Active portfolio management
user avatar
firm logo

Matthew P

Series 63, Series 65

Edmond, OK

Esoteric Wealth Partners LLC

Active portfolio management Cash flow / budgeting
user avatar
firm logo

Eric N

CFA®, Series 63, Series 65

Oklahoma City, OK

Servo Wealth Management LLC

Tax-loss harvesting Passive / index investing Factor investing / smart beta
user avatar
firm logo

Skylar A

CFP®, Series 65

Oklahoma City, OK

Flatlands Wealth LLC

Wealth management
user avatar
firm logo

Steven C

CFP®, ChFC®, Series 63, Series 65

Edmond, OK

Conkin Financial Group, Inc.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jordan B

Series 65

Yukon, OK

Ball Investments Corporation

Active portfolio management Options & derivatives strategies
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.