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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)

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Out of 400,000+ nationwide

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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Business succession planning Executive Founder/Business Owner
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Randall T

Series 63, Series 65

Eagle, ID

Ascend Wealth Management LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Richard M

Series 63, Series 65

Eagle, ID

Foothills Capital Management, LLC

Wealth management Annuities Real estate investing
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Michael B

CFP®, Series 66

Eagle, ID

Enduro Wealth Management, LLC

Equity compensation tax strategy Passive / index investing Self-Employed Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Steven L

Series 63, Series 65

Eagle, ID

Western Financial Corporation

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Income planning Options & derivatives strategies Real estate investing Founder/Business Owner Retired
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Roberta N

Series 66

Eagle, ID

Alturas Wealth Management, LLC

Business exit / sale strategy
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Stephen S

CFP®, Series 63

Eagle, ID

Schulmerich & Associates Asset Management, LLC

Passive / index investing Wealth management Retired Founder/Business Owner
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Melissa L

Series 66

Eagle, ID

Alturas Wealth Management, LLC

Business exit / sale strategy
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Renee F

Series 63, Series 65

Ketchum, ID

American Capital Advisory, LLC

Passive / index investing Active portfolio management Tax-loss harvesting Options & derivatives strategies
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