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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)

2 advisors near 49756

Out of 400,000+ nationwide

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Joshua N

Series 63, Series 66

Lewiston, MI

Edward Jones

Joshua Nunneley is a financial advisor with Edward Jones in Lewiston, Michigan. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he has ownership involvement in a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Joseph J

Series 66

Johannesburg, MI

LPL Financial

Joseph Jardine is a financial advisor at LPL Financial with one year of industry experience. His prior roles include self-employment and positions at Relax On The Beach and Trump International - Rick Smith Golf Performance Center. Jardine also operates Cousino Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by in-house research and a large network of investment adviser representatives.

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