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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)

13 advisors near 58075

Out of 400,000+ nationwide

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Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Wells Fargo, American Family, State Farm, Northwestern Mutual, and City Brew Hall. Outside of his advising role, he serves as a board member of Bois de Sioux Golf Course and is involved in a farming operation as a truck driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while maintaining separate services.

Business ownership considerations
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Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive LGBTQIA
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Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Adam B

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Thrivent and its affiliates since 2016. Outside of his advisory role, Brandvold owns and operates a cattle ranch and serves as a board member for Northland Township, where he helps oversee local infrastructure and maintenance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Business ownership considerations
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Kelly M

Series 66

Breckenridge, MN

Edward Jones

Kelly Muehler is a financial advisor with Edward Jones in Breckenridge, MN, holding a Series 66 designation. Muehler has been with Edward Jones since 2013 and previously worked at Hankinson Drug and Doc's Pub & Eatery. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Stephanie Roelfsema is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Outside of her advisory role, she serves as President of the Valley City Hockey Club and also holds a board position with the JVC Prowl Alliance, supporting local youth hockey programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across multiple areas, offering clients the option to combine planning with managed-account services while maintaining these as separate engagements.

Business ownership considerations
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Joshua D

Series 65, Series 66

Wahpeton, ND

Edward Jones

Joshua Darwin is a financial advisor at Edward Jones with Series 65 and Series 66 designations and three years of industry experience. His prior roles include positions at Strategic Financial Inc./Crown Capital Securities, L.P., and Insurance Solutions Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated services through 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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Ryan N

Series 66

Breckenridge, MN

Edward Jones

Ryan Nelson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Ryan S

ChFC®, Series 66

Wahpeton, ND

Edward Jones

Ryan Smith is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he had a one-year tenure with the Winnipeg Blue Bombers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Willis U

Series 66

Wahpeton, ND

Thrivent Investment Management

Willis Uhlich is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Business ownership considerations
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Kelly H

CFP®, Series 66

Wahpeton, ND

LPL Financial

Kelly Hubrig is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to this, she worked at Cetera and Bell State Bank & Trust, where she holds a role as Vice President and Wealth Advisor. Hubrig also serves on the Hankinson Housing Authority Board, a nonprofit organization. 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 broad range 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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Isaac J

Series 66

Wahpeton, ND

LPL Financial

Isaac Jordahl is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bell Bank, and the City of Breckenridge. Jordahl is also involved with American Federal Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines advisory operations with 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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