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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)

Top 30 financial advisors of 90 near 76504

Out of 400,000+ nationwide

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Douglas W

Series 66

Temple, TX

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Wealth management ESG / Sustainable investing
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Amanda C

Series 66

Temple, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Cody F

CFP®, Series 66

Temple, TX

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Daryl R

Series 63, Series 66

Temple, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Gary K

Series 63, Series 65

Belton, TX

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Jennifer A

ChFC®, Series 66

Temple, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Joshua D

Series 66

Belton, TX

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Scot H

CFP®, Series 63, Series 66

Belton, TX

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Military & Veterans
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Paul S

CFP®, ChFC®, Series 63

Belton, TX

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner
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Dustin Z

Series 63, Series 66

Belton, TX

Edward Jones

Business ownership considerations Wealth management Founder/Business Owner
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