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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 131 near 83402

Out of 400,000+ nationwide

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Daniel G

CFP®

Idaho Falls, ID

Good Better Best Financial Planning LLC

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Business ownership considerations Family Business Business succession planning Gen Y/Millennials (Born 1980-1995)
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Jillian B

Series 66

Idaho Falls, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Government Employee Women Professionals Widow/Widower
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Todd C

Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning
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Lisa C

Series 66

Idaho Falls, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Founder/Business Owner
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Trevor R

Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
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Cutler G

Series 66

Idaho Falls, ID

Edward Jones

Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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Kevin K

CFP®, Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Melissa D

Series 66

Idaho Falls, ID

Straight Line Investment Group, Llc

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Dirk M

Series 63, Series 66

Idaho Falls, ID

Sentinel Wealth Strategies

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Alan C

CFP®, Series 65

Idaho Falls, ID

Spinnaker Financial Advisors, LLC

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