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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 18 financial advisors of 18 near 77418

Out of 400,000+ nationwide

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Taylor S

Series 66

Hempstead, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Cameron K

Series 66

Sealy, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Kyle M

Series 66

Bellville, TX

Edward Jones

General retirement planning ESG / Sustainable investing Wealth management
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Redrick F

CFP®, Series 66

New Ulm, TX

Fidelity

Rick Fogle is a Planning Consultant at Fidelity Investments, where he provides financial planning support to clients and their families as part of the Wealth Management Teams. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative from 2015 to 2019 and Relationship Manager from 2019 to 2022 before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Rick has gained experience in client relationship management and financial planning, supporting a diverse range of client needs. His professional background reflects a continuous commitment to assisting clients in managing their financial objectives.

Wealth management
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Greg M

Series 66

Sealy, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Executive Oil & Gas
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Edith M

Series 65

Bellville, TX

M.C. Byrd Wealth Management, LLC

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Monte B

ChFC®, Series 63

Bellville, TX

M.C. Byrd Wealth Management, LLC

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Caleb B

Series 65

Bellville, TX

M.C. Byrd Wealth Management, LLC

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Jay B

CFP®, Series 65

Brenham, TX

Fairbanks Financial Wealth Management

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Thomas M

Series 63, Series 65

Bellville, TX

Federated investment Counseling

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