Brad P. Schueler

FIDUCIARY WEALTH GROUP

Cincinnati, OH 45242

Some features on this profile are disabled

CRD#: 5839510

Professional summary

Brad Paul Schueler, CFP®, who also goes by Brad Schueler, is a registered financial advisor currently at FIDUCIARY WEALTH GROUP, LLC located in Cincinnati, Ohio.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brad has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Schueler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Paul Schueler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 6, 2025 - Present

FIDUCIARY WEALTH GROUP, LLC

Office #1: 7770 Cooper Road Suite 3b, Cincinnati, OH 45242

RIA

CRD#: 299711

Cincinnati, OH

Past

January 23, 2023 - February 3, 2025

VALEO FINANCIAL ADVISORS, LLC

RIA

CRD#: 127132

CARMEL, IN

Past

August 4, 2021 - October 4, 2022

FACET

RIA

CRD#: 285961

Cincinnati, OH

Past

August 11, 2020 - July 20, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

COVINGTON, KY

Past

July 28, 2020 - July 16, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

January 31, 2017 - June 26, 2020

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

RIA

CRD#: 129113

CINCINNATI, OH

Past

June 11, 2013 - January 9, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

August 2, 2011 - January 5, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

September 8, 2010 - May 13, 2011

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIARY WEALTH GROUP, LLC

CRD#: 299711 / SEC#: 801-130550

RIA

Registered Investment Advisory firm - (6/25/2024 Approved)

Ohio

Registered Investment Advisory firm - (7/17/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/7/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/6/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/27/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/7/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDUCIARY WEALTH GROUP, LLC

CRD#: 299711 / SEC#: 801-130550

RIA

Registered Investment Advisory firm - (6/25/2024 Approved)

Ohio

Registered Investment Advisory firm - (7/17/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6784 Loop Road Suite# 208, Centerville, OH 45459

Mailing Address

Phone number

(855) 560-7171

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-FIDUCIARY WEALTH GROUP, LLC (2/3/2025)

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 140,048,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brad P. Schueler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Paul Schueler's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALEO FINANCIAL ADVISORS, LLC

FACET

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

FIDUCIARY WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/7/2020

Series 66

Date: 6/6/2013

Series 7TO

Date: 7/27/2020

SIE

Date: 1/5/2017

Series 7

Date: 8/1/2011

Series 6

Date: 9/7/2010

Current Firm

FIDUCIARY WEALTH GROUP, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY WEALTH GROUP, LLC

TRUST BUT VERIFY

Similar Advisors