Steven Druckman is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
101 South 108th Avenue, Omaha, NE, 68154
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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
Steven is a licensed insurance broker for fixed insurance and annuities, focusing on life, disability, and long-term care insurance, dedicating minimal time to this. He also provides financial advisory services through Wealth Plan Partners, spending about a third of his time on investment management and financial advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Previous Registrations
Wealthplan Partners
Securities America, INC.Broker
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Insight Private Advisors, LLC
LPL Financial LLCBroker
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations6 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.