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Samuel Thomas Schuette

Investment adviser representative at Greenup Street Wealth Management LLC
20 yearsExperience
1 stateRegistered in
$900.4MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Greenup Street Wealth Management LLCAug 2023 to now
  2. Triad AdvisorsJan 2020 to Aug 2023
  3. Resources Investment AdvisorsDec 2019 to Aug 2023
  4. Samuel T. SchuetteJul 2019 to Aug 2023
  5. Capstone Advisory Group, LLCJun 2018 to Jan 2020
  6. Cambridge Investment Research, Inc.May 2018 to Jan 2020
  7. Scottrade, Inc.May 2006 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (MN).

Greenup Street Wealth Management LLC

$900.4MAssets managed
973Clients
20Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5145030
Firm CRD
311391
Advisor's SEC record (opens in a new tab)
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