Direct booking

firm logo

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 95409

Out of 400,000+ nationwide

user avatar
firm logo

Hardik P

Series 65

Santa Rosa, CA

Trusted Path Wealth Management, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Daniel P

CFP®, Series 66

Rohnert Park, CA

Northbay Advisors

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Robert G

CFP®, Series 63

Healdsburg, CA

Gemmer, Robert Arden

Life insurance needs analysis Disability insurance Annuities Self-Employed
user avatar

Thomas D

Series 63, Series 66

Windsor, CA

Integritas Semper, LLC

Wealth management Real estate investing
user avatar
firm logo

Stephen B

Series 63, Series 65

Sonoma, CA

Magnum Financial

Debt management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

James H

Series 65

Santa Rosa, CA

Janian Investment Advisers, LLC

Active portfolio management
user avatar
firm logo

Michele B

Series 63, Series 65

Santa Rosa, CA

Berson Money Management

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Raymond G

CFP®, Series 65

Healdsburg, CA

Index Financial Advisors LLC

Passive / index investing Debt management Cash flow / budgeting
user avatar
firm logo

Ray M

CFA®

Santa Rosa, CA

Berkeley Investment Advisors

Real estate investing Active portfolio management Retirement income strategy Wealth management Retired
user avatar
firm logo

David M

CFP®, Series 63, Series 65

Sebastopol, CA

Phase Change Wealth Management LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. 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

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.