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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 75495

Out of 400,000+ nationwide

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Todd F

CFP®, Series 63, Series 66

Prosper, TX

Stonecreek Private Wealth, LLC

Passive / index investing
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Molly L

CFP®, CFA®

Celina, TX

Laughter Financial

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Divorced Women Widow/Widower Women Professionals Baby Boomers (Born 1946-1964)
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Wesley Y

CFP®, Series 65

Prosper, TX

Oakwood Advisory Group, LLC

Private / alternative investments Real estate investing Wealth management General retirement planning Charitable giving & philanthropy Founder/Business Owner Retired
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Marc H

Series 63, Series 65

Van Alstyne, TX

Marc C Helfrich Registered Investment Advisor

General retirement planning Wealth management Life insurance needs analysis Cash flow / budgeting
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Joseph M

Series 66

Van Alstyne, TX

McCullough Wealth Management LLC

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Business Financial Management General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Hannah S

CFP®, Series 65

Melissa, TX

Blue Mountain Financial Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Francisco Z

Series 63, Series 65

Prosper, TX

Zor Capital, LLC

Active portfolio management Tax-loss harvesting
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Joel B

Series 65

Celina, TX

Expand Financial Group, LLC

Real estate investing Active portfolio management
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Lisa S

CFP®, Series 63, Series 65

Gunter, TX

Spectrum Asset Management Inc

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Nancy E

CFP®

Melissa, TX

Silver Lake Advisory Partners, LLC

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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