Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 340 near 94513

Out of 400,000+ nationwide

firm logo

Reijer G

Series 66

Tracy, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
firm logo

Steven B

Series 63, Series 66

Tracy, CA

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Military & Veterans
firm logo

George A

Series 63, Series 66

Fremont, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
firm logo

Lisa F

Series 63, Series 66

Brentwood, CA

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Inheritance planning Multi-generational wealth transfer Professional Athlete LGBTQIA
user avatar
firm logo

Daniel C

Series 63, Series 65

San Ramon, CA

Edmd Financial Strategies, Llc

user avatar
firm logo

Kevin H

Series 65

San Ramon, CA

Run Free Capital LLC

user avatar

David G

Series 63

San Ramon, CA

Newleaf Wealth Management, LLC

user avatar
firm logo

Sumit S

Series 63, Series 65

San Ramon, CA

Bent Creek Capital LLC

user avatar

Sarah H

CFP®, Series 63, Series 65

San Ramon, CA

New Spring Financial Planning, LLC

user avatar
firm logo

Palash I

CFP®, Series 63, Series 65

San Ramon, CA

Synergy FG

© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev