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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)

5 advisors near 57042

Out of 400,000+ nationwide

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Brady W

CFP®, Series 66

Madison, SD

Edward Jones

Brady Wiebe is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Madison, SD. He has 14 years of industry experience, having been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Tyler W

Series 66

Madison, SD

Edward Jones

Tyler Wiebe is a Series 66 licensed financial advisor with Edward Jones, based in Madison, SD, and has seven years of industry experience. He has been with Edward Jones since 2016, including his current position since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jennifer D

Series 66

Madison, SD

Edward Jones

Jennifer De Kam is a financial advisor at Edward Jones in Madison, SD, with 10 years of experience at the firm. She holds the Series 66 designation and previously worked with the Greater Madison Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Madison, SD

Edward Jones

Marlon Wiebe is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is involved as a limited partner in an ethanol business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Derrick W

Series 66

Madison, SD

Edward Jones

Derrick Wiebe is a financial advisor with Edward Jones in Madison, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he spent nine years with Century 21 ProLink as a broker associate. Outside of his advisory role, he is involved in real estate through ownership of two investment LLCs and a commercial real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

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