linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Christian Schultheis

Waterloo Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Christian Schultheis

Steven Schultheis is a financial advisor associated with Waterloo Capital, a firm based in Austin, Texas. Steven has been a financial advisor since 2022, previously working with Equitable Advisors, LLC. Steven's work focuses on helping individuals and families meet their financial goals. Steven is registered to provide investment advice in Arkansas and is Series 66, Series 7TO, and SIE licensed. Steven offers a range of services, including financial planning, pension consulting, and portfolio management.

Firm Information

Steven Schultheis is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Schultheis’s Registration & Firm History

TX

11/10/2023 - Present

Waterloo Capital (AUSTIN TX)

AR

04/13/2022 - 11/20/2023

EQUITABLE ADVISORS, LLC (ROGERS AR)

Not sure if Steven Christian Schultheis is right for you?

Licenses & Designations

BOTH

Issued 06/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Christian Schultheis.
Not sure if Steven Christian Schultheis is right for you?