Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Buchert is a financial advisor with over 25 years of experience in the industry. He is a registered representative with Osaic Wealth, Inc. and is licensed to provide investment advice in Minnesota. Stephen has a broad range of experience working with individuals, families, businesses, and charitable organizations. He is committed to helping clients achieve their financial goals by providing personalized advice and strategies. Stephen is also a Registered Principal and has passed numerous industry exams including Series 7, 63, 66, 24, and 51. Stephen previously worked with Woodbury Financial Services, Inc., FSC Securities Corporation, and Sagepoint Financial, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
08/07/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/19/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/23/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/11/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/11/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
12/16/2015 - 03/10/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
10/03/2002 - 02/18/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)
CT
11/18/1994 - 10/16/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 04/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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