Steven Schleupner (CRD# 4646290) is an Investment Advisor Representative working at You Tree, LLC in Smithsburg, MD and has over 20 years of experience in the finance industry.
CRD# 5431528
Equitable Advisors, LLC
CRD# 5165082
Truist Advisory Services, Inc.
CRD# 6083715
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| You Tree LLC | Stowe, VT | Jul 2017 - Current | 6 |
| One Day In July LLC | Burlington, VT | Feb 2019 - Dec 2020 | 1 |
| Tiaa | Williston, VT | Nov 2014 - Jul 2017 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Williston, VT | Nov 2014 - Jul 2017 | 2 |
| Cuna Mutual Group | Waverly, IA | Jun 2014 - Nov 2014 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- MD
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$621,406
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MD
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