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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 80442

Out of 400,000+ nationwide

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Meaghan B

Series 65

Granby, CO

Headwaters Financial Planning, LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Amy H

CFP®, Series 66

Fraser, CO

Equita Financial Network, Inc.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Conner H

Series 63, Series 65

Fraser, CO

Osaic Advisory Services, LLC

Annuities
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Joseph R

Series 63, Series 66

Fraser, CO

Osaic Advisory Services, LLC

Annuities
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Ryan W

Series 66

Fraser, CO

Osaic Advisory Services, LLC

Annuities
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Christine R

Series 66

Winter Park, CO

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kelly F

Series 63, Series 66

Tabernash, CO

Fidelity

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Exec comp design Liquidity event planning Startup equity planning Retirement income strategy General retirement planning Executive
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Erin L

CFP®, Series 66

Winter Park, CO

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Rebecca G

Series 66

Granby, CO

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Tod P

Series 63, Series 65

Winter Park, CO

Wells Fargo Clearing

Retired Founder/Business Owner
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