Steven Todd Schlegel
Investment adviser representative at Schlegel Dunn LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$279.1MFirm assets
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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
- Pension consulting
Experience
21 years in the industry.
- Schlegel Dunn LLCOct 2025 to now
- Schlegeldunn LLCOct 2025 to now
- Commonwealth Financial NetworkMay 2005 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schlegel Dunn LLC
$279.1MAssets managed
154Clients
3Advisers
1 yearIn 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
- 4356206
- Firm CRD
- 337990