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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)

10 advisors near 53948

Out of 400,000+ nationwide

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Michael M

Series 63, Series 65

Mauston, WI

Commonwealth Financial Network

Michael Myers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he has experience in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions including discretionary model portfolios and customized program options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kenneth S

ChFC®, Series 63

Mauston, WI

Commonwealth Financial Network

Kenneth Schmocker is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has worked at several firms including LPL Financial and Advantage Investment Management LLC, and he is also co-owner of Schmocker Financial Services Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and multiple program structures, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Paul C

CFP®, Series 63, Series 65

Mauston, WI

OSAIC Institutions, INC.

Paul Coggins is a CFP® with 38 years of industry experience, currently serving at OSAIC Institutions, INC. He has worked at Infinex Investments, Inc. since 2012 and at Bank of Mauston since 2007. Outside of his advisory roles, he is involved as a sales agent for National Guardian Life’s funeral trust product. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, access to alternative investments, and lending solutions. The firm primarily provides non-discretionary asset management through a large network of investment adviser representatives who utilize a mix of analysis techniques and third-party due diligence.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Andrew T

Series 63

Mauston, WI

Commonwealth Financial Network

Andrew Tengblad is a financial advisor with Commonwealth Financial Network based in Mauston, WI, holding a Series 63 designation and 19 years of industry experience. He has previously worked at LPL Financial and Advantage Investment Management LLC. Tengblad is also a co-owner of Schmocker Financial Services, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kiril K

Series 63

Mauston, WI

Edward Jones

Kiril Kustief is a financial advisor with Edward Jones in Mauston, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and maintains multiple properties in Wisconsin, including land used for hunting, logging, and preservation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin M

Series 66

New Lisbon, WI

Raymond James & Associates

Kevin Morrison is a financial advisor with Raymond James & Associates in New Lisbon, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Robert S

Series 63, Series 65

Mauston, WI

LPL Financial

Robert Schmocker is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 21 years. Outside of his advisory role, he is a business owner and a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team 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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Jose R

Series 63, Series 66

Friendship, WI

Edward Jones

Jose Rosa Orellana is a financial advisor at Edward Jones with Series 63 and Series 66 designations and several years of experience in the industry. His prior work includes roles at TD Ameritrade, Scottrade, and the Department of Defense Education Activity Ramstein MS. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alexandria B

Series 66

Mauston, WI

Edward Jones

Alexandria Beenken is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Chegg, Seint, and Walgreens. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alfred C

Series 63, Series 65

Adams, WI

OSAIC

Alfred Czerniewski Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation for 22 years. He is also co-owner and manager of Czerniewski Insurance Agency LLC, an insurance business he has operated since 1983 alongside his son. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory services, with a network of over 6,000 advisors and approximately $200 billion in assets under management.

Annuities Founder/Business Owner Executive Retired
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