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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)

2 advisors near 80815

Out of 400,000+ nationwide

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Marcelino D

Series 65

Flagler, CO

Archer Investment Corporation

Marcelino Dodge is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Archer Investment Corporation since 2018 and previously spent 14 years with HD Vest. In addition to his advisory roles, he serves as a director and officer for the Lamar Congregation of Jehovah's Witnesses and is involved with Young Living Essential Oils as an independent contractor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, offering both hands-on management and model-driven programs.

Active portfolio management Options & derivatives strategies
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Tye A

Series 63, Series 65

Flagler, CO

OSAIC

Tye Amendt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Gordon Insurance. He serves as a board member of the Simla Volunteer Fire Department. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to various custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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