SD
SD

Steven H Druckman

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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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
June 2024 - Present · 1 yr 8 mos
Wealthplan Partners
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wealthplan Partners
August 2019 - July 2020 · 11 mos
Securities America, INC.Broker
August 2019 - June 2024 · 4 yrs 10 mos
Aurora Private Wealth, INC.
December 2018 - March 2019 · 3 mos
Apw Capital, INC.Broker
December 2018 - March 2019 · 3 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2017 - December 2018 · 1 yr 5 mos
Insight Private Advisors, LLC
June 2014 - December 2018 · 4 yrs 6 mos
LPL Financial LLCBroker
June 2012 - May 2016 · 3 yrs 11 mos
LPL Financial LLC
June 2012 - October 2015 · 3 yrs 4 mos
Park Avenue Securities LLC
April 2009 - June 2012 · 3 yrs 2 mos
Park Avenue Securities LLCBroker
July 2007 - June 2012 · 4 yrs 11 mos
State Registrations6 states
COMDNJNVNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.