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Samuel T. Schuette
GREENUP STREET WEALTH MANAGEMENT LLC
White Bear, MN
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CRD#: 5145030
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Professional summary
Samuel Thomas Schuette is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in White Bear, Minnesota.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Samuel has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Resources Investment Advisors;investment related;4860 College Blvd,#100,Overland Park,KS 66211;RIA;investment advisor;1/2020;40 hrs/month;2 hrs during trading;investment advisory services to my clients
2)Capstone Advisory Group;investment related;7701 France Ave S,Ste 625,Edina,Mn 55435;insurance appointment with multiple carriers;1/2020;20 hrs/month;1 hr during trading;offer insurance solutions as part of the financial planning process
3)Capstone Advisory Group;investment related;7701 France Ave S,Ste 625,Edina,Mn 55435;financial planning/securities;1/2020;100 hrs/month;5 hrs during trading;investment advice as it relates to the financial planning process
4)One Digital;not investment related;200 Galleria Pkwy SE,#1950,Atlanta,GA 30339;employee benefits;financial advisor under Resources;2/1/2020;5 hrs/month;referral source for benefits employees at OneDigital
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Thomas Schuette's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 3, 2023 - Present
GREENUP STREET WEALTH MANAGEMENT LLC
RIA
CRD#: 311391
White Bear, MN
Past
January 2, 2020 - August 22, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
Minnetonka, MN
Past
December 18, 2019 - August 21, 2023
ONEDIGITAL
RIA
CRD#: 106766
Minnetonka, MN
Past
June 20, 2018 - February 29, 2020
CAPSTONE ADVISORY GROUP LLC
RIA
CRD#: 153443
EDINA, MN
Past
June 1, 2018 - December 31, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Edina, MN
Past
May 24, 2016 - March 8, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
September 8, 2006 - March 8, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
BLAINE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
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GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH
CRD#: 311391 / SEC#: 801-122080
RIA
Registered Investment Advisory firm - (8/27/2021 Approved)California
Registered Investment Advisory firm - (10/2/2021 Terminated)Kansas
Registered Investment Advisory firm - (9/2/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/2/2021 Terminated)Missouri
Registered Investment Advisory firm - (9/2/2021 Terminated)Ohio
Registered Investment Advisory firm - (9/2/2021 Terminated)Texas
Registered Investment Advisory firm - (9/2/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(9/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
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GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH
CRD#: 311391 / SEC#: 801-122080
RIA
Registered Investment Advisory firm - (8/27/2021 Approved)California
Registered Investment Advisory firm - (10/2/2021 Terminated)Kansas
Registered Investment Advisory firm - (9/2/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/2/2021 Terminated)Missouri
Registered Investment Advisory firm - (9/2/2021 Terminated)Ohio
Registered Investment Advisory firm - (9/2/2021 Terminated)Texas
Registered Investment Advisory firm - (9/2/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7300 W 110th Street Suite 700, Overland Park, KS 66210
Mailing Address
2723 S State Street Suite 117, Ann Arbor, MI 48104
Phone number
(734) 656-8121
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,210 |
| AUM (Assets Under Management) | $ 661,705,072 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
