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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)

Top 30 financial advisors of 91 near 98802

Out of 400,000+ nationwide

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Stewart C

Series 63, Series 66

East Wenatchee, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Brieanna A

Series 66

Wenatchee, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Inheritance planning Women Professionals
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Darl B

ChFC®, Series 63, Series 66

East Wenatchee, WA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Juan I

Series 63, Series 66

Wenatchee, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing General retirement planning Retirement income strategy Hispanic/Latino/Latinx Newlywed/Engaged Young Families
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Cody G

Series 65

Malaga, WA

Arrowstone Wealth, LLC

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Richard B

Series 63, Series 65

Wenatchee, WA

James Capital Management LLC

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Bradley B

CFP®, Series 66

Cashmere, WA

Blackburn Financial

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Sean G

CFP®, Series 63, Series 65

Wenatchee, WA

Telos Wealth

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Scott B

CFP®, Series 65

Wenatchee, WA

Cascade Wealth Advisors, Inc

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Stephen A

Series 63, Series 65

Cashmere, WA

Blackburn Financial

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