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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 40 near 85364

Out of 400,000+ nationwide

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Brian B

Series 66

Yuma, AZ

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Family Business General estate planning guidance Founder/Business Owner
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Wendy S

Series 66

Yuma, AZ

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning ESG / Sustainable investing Military & Veterans Newlywed/Engaged
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Brannick H

CFP®, Series 66

Yuma, AZ

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Jacob E

CFP®, CFA®, Series 63, Series 65

Yuma, AZ

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Valarie D

Series 66

Yuma, AZ

Edward Jones

General retirement planning Wealth management Founder/Business Owner LGBTQIA Newlywed/Engaged Young Professionals Intergenerational Families
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Cam C

Series 66

Yuma, AZ

Edward Jones

General retirement planning Wealth management Passive / index investing Young Professionals
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Sarah R

CFP®, Series 66

Yuma, AZ

Edward Jones

Business ownership considerations General retirement planning Founder/Business Owner Hispanic/Latino/Latinx Intergenerational Families LGBTQIA
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Shawn M

Series 66

Yuma, AZ

Southern Pacific Asset Management L.L.C.

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Samantha B

Series 65

Yuma, AZ

Alo Financial Planning

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Alexander C

Series 65

Yuma, AZ

Invicta Financial Group

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