STEVEN SCHLEUPNER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with COUNCILOR WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COUNCILOR WEALTH LLC | 2025-09-01 | present | Yes |
| YOU TREE, LLC | 2021-02-04 | 2025-09-08 | — |
| ONE DAY IN JULY LLC | 2019-03-18 | 2020-12-02 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-12-19 | 2017-06-13 | — |
| CUNA BROKERAGE SERVICES, INC. | 2014-07-10 | 2014-11-13 | — |
| PARK AVENUE SECURITIES LLC | 2005-02-03 | 2014-01-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-10-06 | 2005-01-05 | — |