Steven Schleupner
Investment adviser representative at Councilor Wealth LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$316.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Councilor Wealth LLCSep 2025 to now
- Mbi LLCAug 2025 to now
- One Day In July LLCFeb 2019 to Dec 2020
- You Tree LLCJul 2017 to Aug 2025
- TIAANov 2014 to Jul 2017
- TIAA-CREF Individual & Institutional Services, LLCNov 2014 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
Councilor Wealth LLC
$316.9MAssets managed
197Clients
10Advisers
9 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
- 4646290
- Firm CRD
- 170858