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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)

3 advisors near 50213

Out of 400,000+ nationwide

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Ronald S

Series 63, Series 66

Osceola, IA

Cambridge Investment Research Advisors

Ronald Schlichte is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves on the boards of Kids First of Iowa and the Clark County Hospital Foundation and works as a substitute teacher for Clark Community Schools. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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David B

Series 63, Series 65

Osceola, IA

Cambridge Investment Research Advisors

David Bemis is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2018, as well as at Broker Dealer Financial Services Corp. since 2001. Bemis serves as Treasurer and Board Member of the Osceola Chamber Main Street. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple custodians.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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James R

CFP®, Series 66

Osceola, IA

Edward Jones

James Rutherford is a CFP®-certified financial advisor with Edward Jones in Osceola, IA, where he has worked since 2013. He has 12 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as treasurer for the Home Grown Christian Learning Center in Osceola, where he participates in financial oversight and governance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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