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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)

3 advisors near 66935

Out of 400,000+ nationwide

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Zachary B

Series 66

Belleville, KS

Edward Jones

Zachary Brzon is a financial advisor with Edward Jones in Belleville, Kansas, holding a Series 66 designation and bringing five years of industry experience. He previously worked at CropQuest and held roles in agricultural operations and management. Outside of his advisory work, he serves as a junior high and junior varsity basketball referee and an assistant high school football coach in his local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branches.

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

Series 63

Belleville, KS

LPL Financial

Brent Scott is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long-term roles with Waddell & Reed, Inc. and various insurance carriers, as well as operating his own advisory practice prior to joining LPL Financial. Outside of his advisory work, he is involved in a farming operation for tax and investment purposes. 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 range of investment solutions supported by an in-house research team and a broad 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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Bradley B

Series 63, Series 65

Belleville, KS

Cetera

Bradley Boyer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, with a career spanning roles in wealth management and insurance. Outside of his advisory work, Boyer serves as a director and grant writer for the Belleville Ball Association and is involved with the High Banks Hall of Fame, a nonprofit museum dedicated to local racing history. Cetera Investment Advisers serves 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 a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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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