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 77539

Out of 400,000+ nationwide

user avatar
firm logo

Debra H

ChFC®, Series 63

Pearland, TX

DPH Financial

General retirement planning Income planning Social Security optimization Cash flow / budgeting Debt management Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar
firm logo

Heriberto C

Series 65

Pearland, TX

Eightone Capital LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Marvin N

Series 66

Houston, TX

Othniel Financial Advisory Services, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar
firm logo

Angela J

CFP®, Series 63

Friendswood, TX

Worthen Financial Advisors

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Options & derivatives strategies Real estate investing Active portfolio management
user avatar
firm logo

Jesus M

CFP®, Series 63, Series 65

Pearland, TX

EZ Financial Group Inc.

General retirement planning Income planning General tax planning Cash flow / budgeting
user avatar
firm logo

Rachel H

Series 63, Series 65

Alvin, TX

Harris Financial Consulting, PLLC

General retirement planning Charitable giving & philanthropy
user avatar
firm logo

Michael G

Series 65

Santa Fe, TX

Goodrich Financial Advisory LLC

Options & derivatives strategies Business Financial Management Cash flow / budgeting General retirement planning Founder/Business Owner Executive
user avatar
firm logo

Alfredo F

CFA®, Series 63, Series 65

Galveston, TX

Cypress Lane Advisors

Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
user avatar
firm logo

Thomas T

Series 63, Series 66

Friendswood, TX

APPS Wealth Management, Inc.

Wealth management
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.