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Samuel Schuette, portrait

Samuel Schuette

Investment adviser representative at Greenup Street Wealth Management in White Bear, MN

Investment adviser registrationUpdated

Samuel Schuette is an investment adviser representative at Greenup Street Wealth Management LLC, an investment adviser managing $900M, and works from its White Bear, MN office. Samuel Schuette has been registered through Greenup Street Wealth Management since 3 September 2023, has 19 years in the industry across 4 firms and has passed the Series 7, Series 63, Series 24 and Series 66.

19
Years in industry
3
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Samuel Schuette has been an investment adviser representative at Greenup Street Wealth Management since September 2023, and is not listed among the firm’s executive officers or direct owners. Samuel Schuette holds a Bachelor of Science in Agriculture & Food Business Management - Finance from the University of Minnesota.

Greenup Street Wealth Management LLC is an Overland Park, KS firm with $900M under management, 973 clients and 18 advisers across 3 offices, as of its April 2026 filing.

Sam Schuette is Senior Vice President and Wealth Advisor of GreenUp Wealth Management, based in Minneapolis, Minnesota. He has supported clients for more than two decades. Before joining GreenUp Wealth Management, he spent more than a decade with Scottrade, Inc., building client relationships and overseeing teams of investment consultants. More recently he worked for one of the nation's largest wealth management and employee benefits companies, serving clients with financial, retirement, tax and estate planning, as well as investments and insurance solutions.

Samuel Schuette’s longest registration was 3 years at Onedigital Investment Advisors (2019–2023). Before joining Greenup Street Wealth Management in 2023, Samuel Schuette was registered through Onedigital Investment Advisors and Capstone Advisory Group LLC.

  1. – present · 3 years
    White Bear, MN · Adviser representative · Firm CRD 311391
  2. Onedigital Investment Advisors
    – · 3 years
    Minnetonka, MN · Adviser representative · Firm CRD 106766
  3. Capstone Advisory Group LLC
    – · 1 year
    Edina, MN · Adviser representative · Firm CRD 153443
  4. Scottrade Investment Management
    – · 1 year
    Saint Louis, MO · Adviser representative · Firm CRD 169988

Credentials and registrations

Investment adviser representative registrations

Samuel Schuette is registered as an investment adviser representative in Minnesota, since September 2023.

  • MinnesotaSince 3 September 2023

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6624 May 2016
Name
Uniform Combined State Law Examination
Series 243 November 2010
Name
General Securities Principal Examination
Series 6325 September 2006
Name
Uniform Securities Agent State Law Examination
Series 77 September 2006
Name
General Securities Representative Examination

Key facts

Full name
Samuel Thomas Schuette
CRD
5145030
Office
White Bear, MN
Registration
Investment adviser registration
In the industry since
December 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Samuel Schuette work?

Samuel Schuette is an investment adviser representative registered through Greenup Street Wealth Management LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Samuel Schuette a financial advisor?

Yes. Samuel Schuette has a current investment-adviser registration in Minnesota, through Greenup Street Wealth Management since September 2023.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Samuel Schuette have?

Samuel Schuette has 19 years in the financial industry, since December 2006, across 4 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Samuel Schuette passed?

Samuel Schuette has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in September 2006. FINRA credited Samuel Schuette with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Samuel Schuette work before Greenup Street Wealth Management?

Before Greenup Street Wealth Management, Samuel Schuette was registered through Onedigital Investment Advisors, December 2019 to August 2023; Capstone Advisory Group LLC, June 2018 to February 2020; Scottrade Investment Management, May 2016 to March 2018.

Source: IAPD individual record, checked 24 October 2026

Where is Samuel Schuette based?

Samuel Schuette’s registered office is in White Bear, MN.

Source: IAPD individual record, checked 24 October 2026

Is Samuel Schuette registered with FINRA?

No. Samuel Schuette has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Samuel Schuette’s record?

Search CRD 5145030 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Schuette’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Greenup Street Wealth Management

Sources

  1. IAPD individual record, CRD 5145030, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Greenup Street Wealth Management LLC, filed 13 April 2026. Executive officers and direct owners; this person is not among them.
  3. Greenup Street Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.