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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 58237

Out of 400,000+ nationwide

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Ann W

Series 63, Series 66

Grafton, ND

Wells Fargo Advisors

Ann West is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She previously worked at Bremer Investments, Raymond James Financial Services, and Bremer Bank. In addition to her advisory role, she is a partner in a family insurance business and serves on the board of the Northern Valley Human Service Zone. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Alexander Q

Series 66

Grafton, ND

Edward Jones

Alexander Quinones is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at JB Hunt Transportation Company and at the University of Wisconsin Superior. Outside of his advisory work, Quinones serves as the head coach for Roseau Youth Hockey’s Peewee team and is a volunteer firefighter with the Roseau Volunteer Fire Department in Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Jess S

Series 66

Grafton, ND

Edward Jones

Jess Suda is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Jess worked at Koerber Pharma and Rydells, and was involved with Paul Suda Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

Grafton, ND

Edward Jones

Corinne Dvorak is a financial advisor with Edward Jones in Grafton, North Dakota, holding Series 63 and Series 65 designations and 32 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

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

CFP®, Series 66

Grafton, ND

Edward Jones

Aaron Larson is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to that, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2009 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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