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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)

Advisors near 84401

Out of 400,000+ nationwide

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Brett A

Series 65

Ogden, UT

Cash Flow Investment Services LLC

Active portfolio management
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Elliot M

Series 63, Series 65

Ogden, UT

Sanguine Owl, Lc

Options & derivatives strategies Concentrated stock management

Garrett B

CFP®

West Haven, UT

Bybee Wealth Management LLC

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Plannerâ„¢, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Technology Professional Founder/Business Owner Gen X (Born 1965-1980)
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Jackson L

Series 65

South Weber, UT

Miser Asset Management

Wealth management Private / alternative investments Real estate investing
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Shannon I

Series 63, Series 66

Hooper, UT

Synergy FG

Wealth management Private / alternative investments Founder/Business Owner
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Denim S

Series 65

North Ogden, UT

Vantage Point Management, Inc.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Jeffrey V

CFP®, Series 63, Series 65

Ogden, UT

Von Colln Financial Group

Retirement income strategy General estate planning guidance Tax strategies for small businesses Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Founder/Business Owner Executive
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Lee M

CFP®, ChFC®, Series 63, Series 65, Series 66

Ogden, UT

Lee Miles LLC

Annuities
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Mason M

Series 65

Ogden, UT

Lee Miles LLC

Annuities
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Michael M

Series 63, Series 65

North Ogden, UT

Vantage Point Management, Inc.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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