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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 90603

Out of 400,000+ nationwide

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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Nelson W

Series 65

Los Alamitos, CA

Open Square Capital, LLC

Active portfolio management
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Stephen K

Series 63, Series 65

Cerritos, CA

Sierra Madre Partners LLC

Active portfolio management Options & derivatives strategies
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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Kevin H

Series 65

Cerritos, CA

Summit Gates Capital

Active portfolio management
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Timothy C

CFA®, Series 63, Series 65

San Dimas, CA

Cheng Wealth Management, LLC

Private / alternative investments Wealth management Active portfolio management
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Nirav D

Series 65

Pasadena, CA

Qubera Wealth Management

Passive / index investing Concentrated stock management Active portfolio management Private / alternative investments
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Dirk H

CFP®, Series 63, Series 65

Los Angeles, CA

HFM Advisors

General retirement planning Wealth management Passive / index investing Active portfolio management
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Kathleen S

CFP®, Series 63

Brea, CA

CHOICE Financial & Insurance Services, Inc.

College savings (529s, UTMA, etc.)
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Leigh C

Series 65

Los Angeles, CA

Crawford Capital, LLC

Concentrated stock management Active portfolio management
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