Douglas Stepansky is a CFP-designated registered investment advisor, based in Orland Park, IL, with 26 years of industry experience.
Location
9501 W 144th Place, Orland Park, IL, 60462-2562
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas sells fixed life insurance and fixed annuities, dedicating about 10% of his time to this activity. He is also an Associate Advisor at Strategic Investment Solutions, Inc, spending nearly full-time hours there, and serves as a board member for the Orland Park Police Pension Board, dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Strategic Investment Solutions, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial Corporation
Waterstone Financial Group, INC.
Heritage Capital Management INC
Waterstone Financial Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.