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Steven Scheibelhut

13 Years of Experience
Fort Wayne, IN
Broker

Steven Scheibelhut is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10211 Auburn Park Drive, Fort Wayne, IN, 46825

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steven works as an associate/employee at Reynolds Wealth Management as a branch supervisor and financial advisor with a compliance focus. This takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2024 - Present · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Ladenburg Thalmann & CO. INC.Broker
November 2024 - December 2024 · 1 mo
Ladenburg Thalmann Asset Management INC
November 2024 - December 2024 · 1 mo
Osaic Fa, INC.
May 2016 - November 2024 · 8 yrs 6 mos
Osaic Fs, INC.Broker
May 2016 - November 2024 · 8 yrs 6 mos
Osaic Fa, INC.Broker
May 2016 - November 2024 · 8 yrs 6 mos
PNC Investments
August 2013 - April 2016 · 2 yrs 8 mos
PNC InvestmentsBroker
August 2013 - April 2016 · 2 yrs 8 mos
Edward Jones
November 2012 - July 2013 · 8 mos
Edward JonesBroker
August 2012 - July 2013 · 11 mos
State Registrations30 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Steven Scheibelhut - Financial Advisor | TrueAdvisor