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 96766

Out of 400,000+ nationwide

user avatar
firm logo

Brad K

CFP®

Lihue, HI

Occidental Asset Management, LLC

Options & derivatives strategies
user avatar
firm logo

William W

CFP®, Series 63, Series 66

Kapaa, HI

Infinity Financial Services Advisory

Options & derivatives strategies
user avatar
firm logo

Kyle W

CFP®, Series 65

Kapaa, HI

Abacus Wealth Partners

General retirement planning Real estate investing ESG / Sustainable investing Founder/Business Owner
user avatar
firm logo

Gordon Y

ChFC®, Series 63, Series 65

Lihue, HI

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
user avatar
firm logo

Darren S

Series 63, Series 65

Lihue, HI

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
user avatar
firm logo

Tyler Y

Series 66

Lihue, HI

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
user avatar
firm logo

Christopher R

Series 63, Series 65

Lihue, HI

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Victor A

Series 66

Koloa, HI

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
firm logo

Nylene N

Series 63, Series 65, Series 66

Lihue, HI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning
firm logo

Christopher H

Series 63, Series 65

Kapaa, HI

Merrill

Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, including the identification and review of investment managers utilized by the group. Christopher is a portfolio manager who manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. With 27 years of experience advising high net worth clients, Christopher has expertise in estate planning, asset and liability management primarily serving physicians, attorneys, C-suite executives, entrepreneurs, and business owners. He joined Merrill Lynch in 1996, having previously worked at Bank of America Honolulu. Christopher holds a Bachelor's degree from Boston College and holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his advisory role, Christopher serves on the board of Na Kama Kai, a foundation based in West Oahu. He is also a State Advisory Board member for the Trust for Public Lands and has previously been president of the board for the Waldorf Schools in Honolulu.

Wealth management Active portfolio management Business ownership considerations Business Financial Management General estate planning guidance Doctor or Medical Professional Attorney Executive Founder/Business Owner
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.