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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 85260

Out of 400,000+ nationwide

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Don L

CFP®, Series 63, Series 65, Series 66

Mesa, AZ

Larson Wealth Management, LLC

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
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Scott C

CFP®, Series 63, Series 66

Scottsdale, AZ

Echelon Private Wealth LLC

Options & derivatives strategies Military & Veterans Public Service Employee Values-based investing
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Ryan B

Series 65

Phoenix, AZ

Betts LLC

Wealth management
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David M

CFP®, Series 63

Scottsdale, AZ

Musser Financial Planning, LLC

Annuities Life insurance needs analysis Disability insurance Long-term care insurance
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Nicholas G

Series 63, Series 65

Phoenix, AZ

FMT Investment Advisory

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Joel K

Series 63, Series 65

Scottsdale, AZ

Karpinski Financial, LLC

College savings (529s, UTMA, etc.) Active portfolio management
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Sam D

Series 65

Scottsdale, AZ

DeGreen Private Wealth, LLC

Options & derivatives strategies Active portfolio management
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Sergey Z

Series 65

Scottsdale, AZ

zQuant Advisory, LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Zakriah G

CFP®, Series 63, Series 66

Scottsdale, AZ

Wealthstone Private Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Young Professionals
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Alan N

CFP®, Series 63, Series 66

Phoenix, AZ

Norris Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning General estate planning guidance Founder/Business Owner
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