Steven Douglas Brodine
Professional Summary
Steven Douglas Brodine, who also goes by Steve Brodine, was a registered financial advisor. Steven was a previously registered financial professional and started their career in finance 1984 - 2017. Steven had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Brodine
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
CENTERLINE FINANCIAL | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, INC. | WEALTHPLAN PARTNERS | WEALTHPLAN NETWORK | WEALTH PLAN ADVANTAGE | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | SUNDANCE INVESTMENTS | SILVERLEAF WEALTH MANAGEMENT | PROVIDENCE WEALTH PLANNING | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | GEORGIA BANK & TRUST | FIT WEALTH ADVISORS | FINANCIAL SOLUTIONS, INC. | FELTZ WEALTHPLAN, INC. | FELTZ WEALTHPLAN | COBLE MCCUNE WEALTH MANGEMENT
Contact Information
Main Address
101 South 108th Avenue 2nd Floor, Omaha, NE 68154Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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