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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)

16 advisors near 54667

Out of 400,000+ nationwide

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Paul T

Series 65

Westby, WI

The Life Group Financial Services

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Jeanne F

Series 63, Series 66

Chaseburg, WI

Inspire Advisors, LLC

Jeanne Foss is a financial advisor at Inspire Advisors, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also works as an engineer at Lumen Technologies, focusing on modernizing software infrastructure. Inspire Advisors is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a variety of investment strategies, often utilizing model portfolios and proprietary ETFs.

ESG / Sustainable investing
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Travis G

Series 66

Viroqua, WI

Harbour Investments, Inc.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and has a background in education with several years at local school districts. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management.

Annuities Options & derivatives strategies
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Beau S

Series 65

Viroqua, WI

Harbour Investments, Inc.

Beau Schroeder is a financial advisor at Harbour Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to his advisory career, he worked for Sleepy Hollow Chevrolet Buick GMC for ten years. Schroeder also serves as a school board member for Kickapoo Area Schools. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Annuities Options & derivatives strategies
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Aaron C

CFP®, Series 63, Series 66

Viroqua, WI

Harbour Investments, Inc.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Michael C

Series 66

Viola, WI

LPL Financial

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously was with ICA Group Wealth Management, LLC, Investment Centers Of America, Inc., and Citizens First Bank. Callan is also involved with United Life Insurance Agency as an insurance agent focusing on life and fixed annuities. 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 supports a variety of investment solutions, combining in-house research-driven model portfolios with third-party managers and customized arrangements to meet client needs.

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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John M

Series 63, Series 66

Viroqua, WI

Thrivent Investment Management

John Mickelsen is a financial advisor with Thrivent Investment Management in Viroqua, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2003. Outside of his advisory role, Mickelsen is involved in agricultural activities, organizing a farm focused on fruit and vegetable raising and agri-tourism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on various planning topics without implementing these recommendations directly.

Business ownership considerations
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Ryan C

Series 66

Viola, WI

LPL Financial

Ryan Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Investment Centers of America and ICA Group Wealth Management, LLC. Callan also manages Callan Wealth Management, an investment-related business where he serves as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through 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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Arne F

Series 63, Series 65

Viroqua, WI

Thrivent Investment Management

Arne Fremstad is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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Eric E

Series 66

Westby, WI

Cetera

Eric Evenstad is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked with Avantax and his own firm, Evenstad Tax & Financial Services, Inc. He serves as an elected member of the Westby Area School Board and is president of the Fine Arts Foundation of the Westby Area. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to various investment programs and custodial platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Christopher E

Series 66

Viroqua, WI

Edward Jones

Christopher Estrada is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at Wonderstate Coffee and Colectivo Coffee Roasters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

General estate planning guidance Retired Founder/Business Owner Executive Hispanic/Latino/Latinx
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Margaret S

Series 63

Viroqua, WI

Edward Jones

Margaret Severson is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. She holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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Brandon C

Series 66

Cashton, WI

Cetera

Brandon Corcoran is a financial advisor with Cetera, holding a Series 66 credential and 10 years of industry experience. His career includes five years at Edward Jones and over two decades as a self-employed professional prior to joining Cetera in 2020. He also serves as executor of the estate of his aunt and uncle. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, with a distinctive combination of retirement and institutional fiduciary capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Abigail S

Series 66

Viroqua, WI

Edward Jones

Abigail Severson is a financial advisor at Edward Jones in Viroqua, WI, holding a Series 66 designation. She began her career at Edward Jones in 2024 after completing her education at St Catherine University. 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 large nationwide network of financial advisors and branch offices.

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

Series 66

Viroqua, WI

LPL Financial

Allison Mendoza is a financial advisor with LPL Financial in Viroqua, Wisconsin, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Beyond Vineyard and Rapid Capital Funding. Outside of her advisory work, Mendoza is the owner and operator of an agricultural business, Mill Creek Bottoms. 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 multiple delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product activities.

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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Todd V

Series 66

Westby, WI

Edward Jones

Todd Volden is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns a property management business focused on office and rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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