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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 95207

Out of 400,000+ nationwide

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Lee R

CFP®, Series 63

Stockton, CA

Lee R. Robinson & Associates

Retirement income strategy General estate planning guidance General tax planning Elder care planning
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Albert L

Series 63

Lodi, CA

AL Locy Financial Services LLC

General retirement planning Wealth management
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David E

ChFC®, Series 63, Series 65

Lodi, CA

Arbor Family Wealth Advisors, Inc.

Business succession planning General estate planning guidance Tax strategies for small businesses Founder/Business Owner
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David W

CFP®, Series 63

Lodi, CA

Aspire Advisory Services

Options & derivatives strategies Concentrated stock management
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Shane B

Series 65

Stockton, CA

Boddington Capital, LLC

Wealth management Concentrated stock management Founder/Business Owner
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Daniel M

CFP®, Series 63

Stockton, CA

DKM Wealth Management, Inc.

Wealth management Retirement income strategy Real estate investing
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Geoffrey P

Series 63, Series 65

Stockton, CA

RSG Financial Group Inc

Retirement income strategy Social Security optimization General tax planning College savings (529s, UTMA, etc.) Self-Employed Executive
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Christopher F

Series 65

Lathrop, CA

King Financial

Real estate investing
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Dennis S

Series 63

Lodi, CA

Wulff, Hansen & Co.

Wealth management Passive / index investing Active portfolio management
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Zachary W

CFP®, Series 66

Stockton, CA

DKM Wealth Management, Inc.

Wealth management Retirement income strategy Real estate investing
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