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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)31 years in industry

STEVEN JOSEPH SCHOEDER

Advisor at ASSOCIATED INVESTMENT SERVICES, INC.

ST. PAUL, MN | WOODBURY, MN

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Search this name across graphsid dfx:ria:48aa3d55-d911-99f8-fb06-7b3b88e7d0f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 26, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSOCIATED INVESTMENT SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 13, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jun 13, 1995
First registration: Mar 26, 1998
Dual registered: yes, broker-dealer
Other names: STEVE SCHOEDER
IAPD individual key: 2537288

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSOCIATED INVESTMENT SERVICES, INC.	Independent wealth	Mar 6, 2023	n/a	yes	WOODBURY, MN\|ST. PAUL, MN	Current employment
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	May 23, 2022	Mar 13, 2023	no	SCOTTSDALE, AZ\|OAKDALE, MN	Previous registration
PERSONAL WEALTH PARTNERS LLC	Former SEC adviser	Jan 4, 2021	May 18, 2022	no	River Falls, WI	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 26, 1998	Sep 28, 2011	no	OAKDALE, MN\|WOODBURY, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	ASSOCIATED INVESTMENT SERVICES, INC.	Mar 13, 2023	Mar 6, 2023	-7	Firm change	RIA to RIA
PERSONAL WEALTH PARTNERS LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	May 18, 2022	May 23, 2022	5	Firm change	RIA to RIA
WOODBURY FINANCIAL SERVICES, INC.	PERSONAL WEALTH PARTNERS LLC	Sep 28, 2011	Jan 4, 2021	3,386	Firm change after gap	Other

Relationships

Registered with (4)

→ ASSOCIATED INVESTMENT SERVICES, INC.Registered adviserregistration: current employment
Mar 6, 2023 to presentfactForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
May 23, 2022 to Mar 13, 2023factForm ADV
→ PERSONAL WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Jan 4, 2021 to May 18, 2022factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 26, 1998 to Sep 28, 2011factForm ADV

Dated events

Occurred
Mar 13, 2023
Advisor changed firm
Steven Joseph Schoeder left United Planners' Financial Services Of America A Limited Partner for Associated Investment Services, Inc. (registered 2023-03-06)
Form ADVobserved 5 days ago
Occurred
May 18, 2022
Advisor changed firm
Steven Joseph Schoeder left Personal Wealth Partners Llc for United Planners' Financial Services Of America A Limited Partner (registered 2022-05-23)
Form ADVobserved 5 days ago