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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 95650

Out of 400,000+ nationwide

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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Cameron Park, CA

MP3 Finance LLC

General retirement planning Retired Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010) Approaching retirement
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Kathleen F

Series 63, Series 65

Cameron Park, CA

Faulkner Financial Planning, LLC

Debt management Long-term care insurance Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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James S

Series 63, Series 65

Roseville, CA

Covered Edge Asset Management, LLC

Options & derivatives strategies
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Walter R

CFP®, Series 65

Newcastle, CA

Castellan Financial Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
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Marshall G

Series 63, Series 66

Auburn, CA

Clarion Advisors Inc.

Real estate investing Passive / index investing Active portfolio management
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Kimberly T

Series 63, Series 65

Folsom, CA

Kim Knotts, RIA

College savings (529s, UTMA, etc.)
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Dorete B

CFP®

Shingle Springs, CA

Ben-David Financial Planning

Wealth management General retirement planning Founder/Business Owner
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Daniel M

CFP®, CFA®, ChFC®, Series 66

Rocklin, CA

McCurdy Financial Solutions

College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting Charitable giving & philanthropy Social Security optimization Founder/Business Owner Retired
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Adarsh S

Series 65

El Dorado Hills, CA

Polaris Capital Management LLC

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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