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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 120 near 83605

Out of 400,000+ nationwide

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Darren C

Series 66

Nampa, ID

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management
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Rodney E

Series 63

Caldwell, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kori A

Series 66

Meridian, ID

Edward Jones

Multi-generational wealth transfer Wealth management General retirement planning Retirement income strategy Doctor or Medical Professional Newlywed/Engaged Young Professionals
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Drew D

Series 66

Nampa, ID

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Sarah E

Series 66

Caldwell, ID

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Women Professionals
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Wendy B

Series 66

Nampa, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Jill H

Series 66

Caldwell, ID

Edward Jones

General retirement planning Wealth management ESG / Sustainable investing
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Meghan S

Series 66

Kuna, ID

Fidelity

Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.

Wealth management
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Gail V

Series 66

Nampa, ID

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Julian S

Series 66

Nampa, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Gifting strategies Multi-generational wealth transfer Hispanic/Latino/Latinx
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