# STEVEN SCHLEUPNER

STEVEN SCHLEUPNER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with COUNCILOR WEALTH LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COUNCILOR WEALTH LLC](https://search.stillhousedata.com/firm/170858) | 2025-09-01 | present | Yes |
| [YOU TREE, LLC](https://search.stillhousedata.com/firm/312122) | 2021-02-04 | 2025-09-08 | — |
| [ONE DAY IN JULY LLC](https://search.stillhousedata.com/firm/284335) | 2019-03-18 | 2020-12-02 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2014-12-19 | 2017-06-13 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2014-07-10 | 2014-11-13 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2005-02-03 | 2014-01-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2003-10-06 | 2005-01-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4646290)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4646290.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.