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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 17 financial advisors of 17 near 84302

Out of 400,000+ nationwide

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Matthew K

CFP®, ChFC®, Series 66

Brigham City, UT

Edward Jones

Divorce financial planning Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Attorney Founder/Business Owner Intergenerational Families Divorced
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Daniel K

Series 66

Brigham City, UT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
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Ken K

CFP®, ChFC®, Series 63, Series 66

Brigham City, UT

Edward Jones

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management
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Peter S

Series 66

Brigham City, UT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Jakob M

Series 63, Series 66

Nibley, UT

Fidelity

Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.

General retirement planning Wealth management
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Ryan H

Series 66

Mantua, UT

First Command Advisory Services

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Jared N

Series 63, Series 65

Millville, UT

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

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Jeffrey S

Series 63, Series 66

Brigham City, UT

Centaurus Financial, Inc.

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Shawn R

Series 66

Millville, UT

Fidelity

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Rebecca S

Series 66

Willard, UT

Wells Fargo Clearing

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