Leah Schulte (CRD# 5946888) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry. Leah Schulte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Blue Ash, OH | Feb 2018 - Current | 6 |
| Lnco LLC | Cincinnati, OH | Apr 2017 - Current | 7 |
| Schulte & Uhrig Cpas | Cincinnati, OH | Jan 2017 - Current | 7 |
| Brass Tax Wealth Management, Inc. | Blue Ash, OH | Nov 2016 - Current | 7 |
| Invest Financial Corporation | Cincinnati, OH | Jul 2013 - Feb 2018 | 4 |
| Schulte & Uhrig Cpas | Cincinnati, OH | Jan 2014 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
- OH
- TX
-
Total Assets Under Management674MILLIONS
-
Total Number of Accounts2,414ACCOUNTS
-
Average Account Value$279,329
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, OH, TX
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