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Brad Paul Schueler

Fiduciary Wealth Group, LLC

Cincinnati, OH

Centerville, OH

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Current Employers
Fiduciary Wealth Group, Llc

6784 Loop Road Suite# 208, Centerville, OH 45459 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-06
  • OH RA
    APPROVED
    Since 2025-02-06

Branch Locations

7770 Cooper Road Suite 3B, Cincinnati, OH 45242 • United States

6784 Loop Road Suite# 208, Centerville, OH 45459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 05/2011 01/2017
Cassady Schiller Cincinnati OH 01/2017 07/2020
Csa Financial Advisors, Ltd Cincinnati OH 01/2017 06/2020
Fidelity Investments Covington KY 07/2020 07/2021
Facet Wealth Cincinnati OH 08/2021 11/2022
Valeo Financial Carmel IN 01/2023 01/2025
Fiduciary Wealth Group, Llc Centerville OH 02/2025 Present
  • 05/2011 → 01/2017
    Fidelity Investments
    Covington, KY
  • 01/2017 → 07/2020
    Cassady Schiller
    Cincinnati, OH
  • 01/2017 → 06/2020
    Csa Financial Advisors, Ltd
    Cincinnati, OH
  • 07/2020 → 07/2021
    Fidelity Investments
    Covington, KY
  • 08/2021 → 11/2022
    Facet Wealth
    Cincinnati, OH
  • 01/2023 → 01/2025
    Valeo Financial
    Carmel, IN
  • 02/2025 → Present
    Fiduciary Wealth Group, Llc
    Centerville, OH
Previous Registrations
  • 2023-01-23 → 2025-02-03
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 2021-08-04 → 2022-10-04
    Facet
    Cincinnati, OH
    West Palm Beach, FL
  • 2020-08-11 → 2021-07-20
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2017-01-31 → 2020-06-26
    Cassady Schiller Wealth Management, Llc
    Cincinnati, OH
  • 2013-06-11 → 2017-01-09
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-07
S66 Uniform Combined State Law Examination 2013-06-06
  • S63 Uniform Securities Agent State Law Examination
    2020-08-07
  • S66 Uniform Combined State Law Examination
    2013-06-06
Designations
Other Names
  • Brad Paul Schueler
  • Brad Schueler

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
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BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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