linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Douglas James Stepansky

Strategic Investment Solutions, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Douglas? Claim Your Profile

About Douglas James Stepansky

Douglas James Stepansky is an active investment advisor with a Series 66 license and a Certified Financial Planner designation. He has been working in the financial industry since December 1999, specializing in retirement planning. Douglas is currently registered with Strategic Investment Solutions, Inc. and LPL Financial LLC. Douglas has worked at a number of firms including Waterstone Financial Group, Inc., and Pruco Securities Corporation. Douglas has a strong track record of success in helping clients reach their financial goals, and his knowledge and experience would be valuable to you.

Firm Information

Douglas Stepansky is currently registered with Strategic Investment Solutions, Inc.. Strategic Investment Solutions, Inc. is an investment advisor based in ORLAND PARK, IL. The firm manages approximately $910,000,000 in regulatory assets under management for 3,910 clients. They offer portfolio management services for individuals and have 12 investment adviser representatives. They also have experience working with clients in 401K plans, high-net-worth individuals, and individuals other than high-net-worth.
Strategic Investment Solutions, Inc.

9501 W 144TH PLACE

ORLAND PARK, IL 60462-2562

$910.00M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Douglas Stepansky’s Registration & Firm History

IL

12/03/2010 - Present

Strategic Investment Solutions, Inc. (ORLAND PARK IL)

IL

09/08/2009 - 12/31/2017

LPL FINANCIAL LLC (ORLAND PARK IL)

IL

02/21/2001 - 09/08/2009

WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)

NJ

12/08/1999 - 02/15/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Douglas James Stepansky is right for you?

Licenses & Designations

BOTH

Issued 01/22/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas James Stepansky.
Not sure if Douglas James Stepansky is right for you?