Steven Fleuriet has been an investment adviser representative at Winnacle Wealth since May 2025, and is not listed among the firm’s executive officers or direct owners. Steven Fleuriet holds a Bachelor of Science from Sam Houston State University and a Master of Science from Sam Houston State University.
Winnacle Wealth, LLC is a Waco, TX firm with $145M under management, 385 clients and 5 advisers in one office, as of its May 2026 filing.
Steven Fleuriet works in Planning, Compliance & Marketing at Winnacle Wealth, based in Waco, Texas. Before joining, he spent ten years in risk-focused roles, including corporate security, occupational safety, and corporate ethics and compliance, serving as Global Director of Ethics and Compliance for a UK-based global manufacturing company. He supports the Winnacle team through financial planning, compliance, marketing and client service.
Investment adviser representative registrations
Steven Fleuriet is registered as an investment adviser representative in Texas, since May 2025.
- TexasSince 2 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven David Fleuriet
- CRD
- 8034332
- Firm
- Winnacle Wealth · CRD 317181
- Office
- 200 W. HWY 6, SUITE 330, Waco, TX 76712
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winnaclewealth.com
Where does Steven Fleuriet work?
Steven Fleuriet is an investment adviser representative registered through Winnacle Wealth, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Steven Fleuriet a financial advisor?
Yes. Steven Fleuriet has a current investment-adviser registration in Texas, through Winnacle Wealth since May 2025.
How many years of experience does Steven Fleuriet have?
Steven Fleuriet has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Steven Fleuriet passed?
Steven Fleuriet passed the Series 65 in May 2025.
Where is Steven Fleuriet based?
Steven Fleuriet’s registered office is in Waco, TX.
Is Steven Fleuriet registered with FINRA?
No. Steven Fleuriet has no current broker registration.
How can I verify Steven Fleuriet’s record?
Search CRD 8034332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Fleuriet’s full registration record.
