Steven Schulte
Steven Schulte is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinnati, OH, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 East 4th Street, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Vice President at First Financial Bank, working in private banking to drive consumer loans and deposits, dedicating about half his time to this role. He also owns a single-family rental unit, spending minimal time on upkeep and rent collection.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.Broker
State Registrations6 states
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