Steven Schleupner

Employer firm

Councilor Wealth LLC CRD 170858

$317M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 07/2017
  Tiaa
  Williston, VT
• 11/2014 → 07/2017
  Tiaa-Cref Individual & Institutional Services, Llc
  Williston, VT
• 07/2017 → 08/2025
  You Tree Llc
  Stowe, VT
• 02/2019 → 12/2020
  One Day In July Llc
  Burlington, VT
• 08/2025 → Present
  Mbi Llc
  Bethesda, MD

Previous Registrations

• 2021-02-04 → 2025-09-08
  You Tree, Llc
  Smithsburg, MD
• 2019-03-18 → 2020-12-02
  One Day In July Llc
  Burlington, VT
• 2014-12-19 → 2017-06-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Williston, VT
• 2014-07-10 → 2014-11-13
  Cuna Brokerage Services, Inc.
  Montpelier, VT
• 2005-02-03 → 2014-01-22
  Park Avenue Securities Llc
  Frederick, MD
  Frederick, MD
  Frederick, MD
• 2003-10-06 → 2005-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD

Other Businesses

Steven Schleupner is a Divorce Financial Planning professional for the accounting firm, Councilor Buchanan & Mitchell. Not investment -related. Start date: August 25, 2025. Approx. 36 hours a week spent on OBA

Exams

• S66 Uniform Combined State Law Examination
  2003-07-11

Designations

• Chartered Financial Consultant

Other Names

• Steve Schleupner
• Steven Douglas Schleupner