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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 73632

Out of 400,000+ nationwide

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Harry K

Series 63, Series 66

Cordell, OK

Edward Jones

Harry Kliewer is a financial advisor with Edward Jones in Cordell, Oklahoma, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been involved with Oklahoma - West Mineral Properties, Inc. since 1982. Kliewer serves as the mayor-elect of the City of New Cordell, overseeing budgets and municipal operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a network of approximately 23,701 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Cordell, OK

Edward Jones

Sarah Boyd is a financial advisor at Edward Jones with a Series 66 designation and four years of experience. Prior to joining Edward Jones in 2022, she spent eleven years at Statewide Fire and Consulting LLC. 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 through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

Cordell, OK

Edward Jones

Carolyn Heerwald is a Series 66 licensed financial advisor with Edward Jones, based in Cordell, Oklahoma, and has three years of industry experience. She has worked with Edward Jones since 2016 and previously held positions at White Arrow and Express Employment Professionals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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