Brad Schueler has been an investment adviser representative at Fiduciary Wealth Group since February 2025, and is not listed among the firm’s executive officers or direct owners. Brad Schueler holds a Bachelor's Degree in Business & Economics from the University of Kentucky.
Fiduciary Wealth Group, LLC is a Centerville, OH firm with $178M under management, 222 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Brad Schueler is Senior Financial Advisor of Fiduciary Wealth Group. He has nearly 20 years of experience in the financial services industry. He began in banking, moved into financial advisory with Fidelity in 2011, and worked with Cincinnati and Indiana based Registered Investment Advisory firms before joining the firm.
Brad Schueler’s longest registration was 3 years at Strategic Advisers, Inc. (2013–2017). Before joining Fiduciary Wealth Group in 2025, Brad Schueler was registered through Valeo Financial Advisors, LLC and Facet Wealth, Inc.
- Fiduciary Wealth Group, LLCCurrent– present · 1 yearCincinnati, OH · Adviser representative · Firm CRD 299711
- Valeo Financial Advisors, LLC– · 2 yearsCarmel, IN · Adviser representative · Firm CRD 127132
- Facet Wealth, Inc– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 285961
- Fidelity Personal and Workplace Advisors– · under a yearCovington, KY · Adviser representative · Firm CRD 288590
- Cassady Schiller Wealth Management, LLC– · 3 yearsCincinnati, OH · Adviser representative · Firm CRD 129113
- Strategic Advisers, Inc.– · 3 yearsCovington, KY · Adviser representative · Firm CRD 104555
Professional designations
Listed by Fiduciary Wealth Group
- CFP®
Investment adviser representative registrations
Brad Schueler is registered as an investment adviser representative in Ohio, since February 2025.
- OhioSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 2020 |
| Series 7TO | General Securities Representative Examination | 27 July 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 June 2013 |
| Series 7 | General Securities Representative Examination | 1 August 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 September 2010 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brad Paul Schueler
- CRD
- 5839510
- Firm
- Fiduciary Wealth Group · CRD 299711
- Office
- 7770 Cooper Road, Suite 3B, Cincinnati, OH 45242
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiduciarywealthgroup.com
Where does Brad Schueler work?
Brad Schueler is an investment adviser representative registered through Fiduciary Wealth Group, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brad Schueler a financial advisor?
Yes. Brad Schueler has a current investment-adviser registration in Ohio, through Fiduciary Wealth Group since February 2025.
How many years of experience does Brad Schueler have?
Brad Schueler has 15 years in the financial industry, since May 2011, across 6 adviser firms.
What exams has Brad Schueler passed?
Brad Schueler has passed 5 licensing exams: the Series 6, Series 7, Series 66, Series 7TO and Series 63. The earliest, the Series 6, was passed in September 2010. FINRA credited Brad Schueler with the SIE, which began in October 2018.
Where did Brad Schueler work before Fiduciary Wealth Group?
Before Fiduciary Wealth Group, Brad Schueler was registered through Valeo Financial Advisors, LLC, January 2023 to February 2025; Facet Wealth, Inc, August 2021 to October 2022; Fidelity Personal and Workplace Advisors, August 2020 to July 2021; Cassady Schiller Wealth Management, LLC, January 2017 to June 2020; Strategic Advisers, Inc., June 2013 to January 2017.
Where is Brad Schueler based?
Brad Schueler’s registered office is in Cincinnati, OH.
Is Brad Schueler registered with FINRA?
No. Brad Schueler has no current broker registration.
Is Brad Schueler a CFP?
Fiduciary Wealth Group lists Brad Schueler with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brad Schueler’s record?
Search CRD 5839510 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Schueler’s full registration record.
