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Bison Wealth, LLC

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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 Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Rush J

Series 63, Series 66

New York, NY

Bison Wealth, LLC

Rush James is a financial advisor at Bison Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Advocacy Wealth Management, Bank of America, Merrill, and Entrust Securities. Outside of his advisory role, he is an agent for Forge Consulting LLC, an insurance agency affiliated with Advocacy Wealth Management. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, multi-manager investment solutions, and access to alternative investments, utilizing outcome-focused portfolios and a distinctive turnkey asset management platform.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Executive
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