Steven Joseph Schreiner

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 10/2020 → 04/2026
  Stifel, Nicolaus & Company, Incorporated
  Wausau, WI
• 05/2015 → 07/2020
  Apex Wellness
  Wausau, WI
• 05/2020 → 10/2020
  Consumer Direct Care Netwrok
  Hudson, WI
• 06/2012 → Present
  Self Employeed
  Wausau, WI
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Experience Wealth Llc
  Wausau, WI
• 05/2015 → Present
  S Schreiner Llc
  Wausau, WI
• 11/2019 → Present
  Personal Rental Property
  Mosinee, WI

Previous Registrations

• 2020-12-22 → 2026-05-07
  Stifel, Nicolaus & Company, Incorporated
  Wausau, WI

Other Businesses

1. NAME OF OTHER BUSINESS: EXPERIENCE WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 1/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 POSITION/TITLE/RELATIONSHIP: PRESIDENT BRIEF DESCRIPTION OF DUTIES: ADVISING CLIENTS REGARDING SECURITIES, INSURANCE AND ADVISORY. 2. NAME OF OTHER BUSINESS: EXPERIENCE WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES START DATE: 2/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE SALES 3. NAME OF OTHER BUSINESS: S SCHREINER LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PERSONAL TRAINER START DATE: 5/2015 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DESIGN WORKOUT ROUTINES FOR CLIENTS. 4. NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 521 RANGER STREET, MOSINEE, WI 54455 NATURE OF BUSINESS: PROPERTY START DATE: 11/2019 POSITION/TITLE/RELATIONSHIP: PROPERTY MANAGER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MAINTAINING RENTAL PROPERTIES AND LOCATING TENANTS WHEN NECESSARY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21

Other Names

• Steven Schreiner