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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 75006

Out of 400,000+ nationwide

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David T

Series 63, Series 66

Frisco, TX

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Carlos L

Series 63, Series 65, Series 66

Frisco, TX

Two Pillars Asset Management

ESG / Sustainable investing Annuities
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Jordan S

ChFC®

Richardson, TX

3:23 Financial Services LLC

Retirement withdrawal strategies Social Security optimization Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Collin L

Series 63

Richardson, TX

Bent Tree Trust Advisors, LLC

General tax planning
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Joseph R

Series 65

Corinth, TX

Tooth & Coin Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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Raju G

Series 63, Series 65

Plano, TX

Gadiraju, Raju

Active portfolio management
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Robert B

Series 63

Addison, TX

Prudent Money Financial Services

Active portfolio management Debt management Cash flow / budgeting
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Daniel T

CFP®, Series 66

Plano, TX

Texwealth

Passive / index investing Wealth management
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Robert J

Series 65

Frisco, TX

Deerwood Capital, LLC

Tax-loss harvesting
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Dhiren X

Series 65, Series 66

Coppell, TX

Serendib Capital Management LLC

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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