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Michael Justin Schelle

Michael J. Schelle

CLOUDSPLITTER FINANCIAL PLANNING
CINCINNATI, OH
Some features on this profile are disabled
CRD#: 6915215
Michael Justin Schelle

Professional summary

Michael Justin Schelle, CFP® is a registered financial advisor currently at CLOUDSPLITTER FINANCIAL PLANNING, LLC located in Cincinnati, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Justin Schelle's 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: 2019

Experience

Current

January 13, 2026 - Present

CLOUDSPLITTER FINANCIAL PLANNING, LLC

RIA
CRD#: 339252
CINCINNATI, OH
Past

December 12, 2025 - December 17, 2025

VANWEELDEN WEALTH MANAGEMENT, LLC

RIA
CRD#: 290308
WEST CHESTER TOWNSHIP, OH
Past

May 25, 2023 - July 10, 2025

THE MATHER GROUP, LLC

RIA
CRD#: 156005
Cincinnati, OH
Past

March 1, 2018 - June 30, 2023

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

RIA
CRD#: 146588
CINCINNATI, OH

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
(1/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2018
Uniform Investment Adviser Law Examination

Current Firm

CF
CLOUDSPLITTER FINANCIAL PLANNING, LLC
CLOUDSPLITTER FINANCIAL PLANNING | MICHAEL JUSTIN SCHELLE | CLOUDSPLITTER FINANCIAL PLANNING, LLC

CRD#: 339252 / SEC#:

Ohio
Registered Investment Advisory firm - (1/13/2026 Approved)
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Contact information

Main Address
Cincinnati, OH
Mailing Address
Phone number
(513) 298-9399
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

CLOUDSPLITTER FINANCIAL PLANNING, LLC

CRD#: 339252Cincinnati, OH

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