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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)

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Out of 400,000+ nationwide

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Billy P

Series 65

Carmel, CA

Knight of California LLC

Active portfolio management Tax-loss harvesting
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Catherine H

Series 63, Series 65

Monterey, CA

Hawley Personal Finance

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Bret E

CFP®

Pacific Grove, CA

Elliott Financial, LLC

General retirement planning Cash flow / budgeting Retired Self-Employed Mid-Career Professionals Parents
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Jordan L

Series 63, Series 65

Seaside, CA

Midway Partners Capital Management, LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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David P

CFP®, Series 65, Series 66

Monterey, CA

Monterey Bay Asset Management LLC

Wealth management Passive / index investing
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Michael K

CFA®, Series 63

Monterey, CA

Del Monte Capital, Inc.

Concentrated stock management
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Joseph S

Series 63, Series 66

Monterey, CA

Seal Rock Wealth Management, LLC

Wealth management
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Roland Z

Series 65

Monterey, CA

ZRCOR Inc.

Active portfolio management
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Paula D

CFP®, Series 66

Carmel, CA

Synergist Wealth Advisors

Wealth management Charitable giving & philanthropy
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Daniel M

Series 63, Series 65

Monterey, CA

McFarlane Investment Advisory Services Inc.

Options & derivatives strategies Self-Employed
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