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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 83014

Out of 400,000+ nationwide

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Mitchell H

Series 66

Jackson, WY

Merrill

Mitchell Hoover is a Wealth Management Advisor with the Thisted Group at Merrill Private Wealth Management. He works closely with multi-generational client families, including entrepreneurs, business owners, senior executives, and those managing complex financial affairs. His role involves helping clients define their wealth goals and providing tailored strategies to address the complexities of their financial situations. With a focus on comprehensive research, analysis, and coordination, Mitchell and his team assist clients through significant financial transitions, such as business sales, portfolio diversification, and acquisitions. Mitchell’s expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and investment strategy for individuals and corporations. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), and earned a bachelor's degree from Colorado State University. Outside of his professional activities, Mitchell dedicates time to community volunteering and enjoys a variety of outdoor activities including skiing, mountain biking, fishing, and snowmobiling. He lives with his wife Sarah, their two children, and their dog Sydney.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive Mid-Career Professionals Married/Couples/Partners Parents
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Donald G

CFA®, Series 63

Wilson, WY

Gervais Capital Management, LLC

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Richard B

CFP®

Jackson, WY

Teton Wealth Management, Inc.

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Frank R

CFA®

Jackson, WY

Reichel Management Company LLC

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Matthew L

CFP®, CFA®

Jackson, WY

Bootpack Financial Partners, LLC

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Nathan L

CFP®, Series 63

Jackson, WY

Elevated Asset Management LLC

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Raymond B

CFA®, Series 63

Jackson, WY

Beplat Asset Management, Inc.

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John B

Series 65

Jackson, WY

Bishop, Jt

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Keith O

Series 63, Series 66

Wilson, WY

Pingora Partners LLC

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Noah D

Series 66

Jackson, WY

Dreyfuss Capital Management LLC

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