An investment professional since 2000, Steven Wohlschlaeger combines his strategic mindset with a genuine passion for helping clients achieve their hopes, dreams, and aspirations. His influence reaches well beyond his hometown of Conroe, as he provides personalized guidance to successful individuals, families, business owners, and corporate executives across North America. He is very proud that he frequently works with multiple generations of the same family and often earns the trust of both buyers and sellers during pivotal transitions in company ownership. Whether he’s meeting clients around a kitchen table or in a boardroom, Steven is dedicated to supporting their journey toward realizing their lifelong goals.
Steven regularly consults in the corporate retirement planning space with small businesses, middle-market firms and non-profit organizations. His pragmatic thinking and attention to detail aids individuals and companies in developing overall strategies and working financial plans, often uncovering new possibilities for growth. The opportunity to work face to face with others and assist with a broad range of issues motivated Steven to trade a successful career in engineering for one in wealth management.
Community Involvement and Support
- Conroe Noon Lions Club, Community Partner, Past President & Board Member
- Volleyball Referee - College, high school, and club
Education and Certifications
- Texas A&M University, BS and MS Civil Engineering
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Investment Management Analyst (CIMA®)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Plan Fiduciary Advisor (CPFA)
- Series 7, 9, 10, 31 and 66 Securities Licenses
- Texas Life and Health Insurance Licenses
Professional Experience and Recognition
- Merrill Lynch
- Walter P. Moore
- Traffic Engineers, Inc.
- Texas Transportation Institute
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.