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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 93010

Out of 400,000+ nationwide

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Charles C

Series 63, Series 65

Thousand Oaks, CA

Carty Financial, Inc.

Concentrated stock management
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Bruce B

Series 63, Series 65

Thousand Oaks, CA

Bassin, Bruce

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Matthew B

CFP®, Series 66

Santa Rosa Valley, CA

Opes MVB Capital, LLC

Wealth management Real estate investing Founder/Business Owner
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Daniel D

CFP®, Series 63, Series 65

Thousand Oaks, CA

Daniel J. Disimile CFP, LLC

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning
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Kristin H

CFA®, Series 63

Westlake Village, CA

Haven Capital Group

Wealth management Real estate investing
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Richard D

Series 63

Camarillo, CA

Contemporary Planning Alternatives

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Income planning
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Daniel B

Series 65

Agoura Hills, CA

Bragg Capital Management LLC

Options & derivatives strategies
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Matthew F

Series 65

Simi Valley, CA

SR99Advisors

Real estate investing Founder/Business Owner
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Andrew K

Series 63, Series 66

Ventura, CA

Bankers Investment Counseling

Active portfolio management
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Robert G

Series 65

Moorpark, CA

Glatt and Associates, LLC

General retirement planning Wealth management Founder/Business Owner
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