Unclaimed Profile

Richard Derek Schultenover

COREPATH WEALTH PARTNERS LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 63CFPClean record18 years registeredCOREPATH WEALTH PARTNERS LLC

7114 E. STETSON DRIVE, SCOTTSDALE, AZ 85251CRD# 4205794Firm CRD# 299951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Derek Schultenover · SCOTTSDALE, AZ

Registration

CRD #4205794 · COREPATH WEALTH PARTNERS LLC · 18 years registered

Brand Profile

Not yet started

Career History

SALUS FINANCIAL ADVISORS

Mar 2024 – present

COREPATH WEALTH PARTNERS LLC

Jan 2019 – Mar 2024

Denver, CO

CRI SECURITIES, LLC

Dec 2013 – Dec 2018

MINNEAPOLIS, MN

SECURIAN FINANCIAL SERVICES, INC.

Feb 2012 – Dec 2018

MINNEAPOLIS, MN

CRI SECURITIES, LLC

Dec 2007 – Dec 2009

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · December 4, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COREPATH WEALTH PARTNERS LLC

CRD 299951 · SEC 801-114567

AUM

$348M

Regulatory assets under management

Employees

1,988 client accounts

Services offered by COREPATH WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COREPATH WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Richard Derek Schultenover offer?

Richard Derek Schultenover specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Richard Derek Schultenover's credentials?

Richard Derek Schultenover holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Derek Schultenover located?

Richard Derek Schultenover is based in SCOTTSDALE, Arizona, working with COREPATH WEALTH PARTNERS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Richard Derek Schultenover charge for services?

Richard Derek Schultenover's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COREPATH WEALTH PARTNERS LLC?

COREPATH WEALTH PARTNERS LLC has approximately 15 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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