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SD

Steven H. Druckman

WEALTHPLAN PARTNERS
Las Vegas, NV 89120
Some features on this profile are disabled
CRD#: 5345067
SD

Professional summary

Steven H Druckman, who also goes by Steven Howard Druckman, is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Las Vegas, Nevada and OSAIC WEALTH, INC. located in Las Vegas, Nevada.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Steven has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Howard Druckman

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven H Druckman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 2, 2021 - Present

WEALTHPLAN PARTNERS

Office #1: 3608 East Sunset Road Suite 105, Las Vegas, NV 89120
RIA
CRD#: 305026
Las Vegas, NV
Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 3686 E Sunset Rd Ste 100, Las Vegas, NV 89120
RIA
BD
CRD#: 23131
LAS VEGAS, NV
Past

August 28, 2019 - July 10, 2020

WEALTHPLAN PARTNERS

RIA
CRD#: 158935
Las Vegas, NV
Past

August 14, 2019 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAS VEGAS, NV
Past

December 12, 2018 - March 20, 2019

AURORA PRIVATE WEALTH, INC.

RIA
CRD#: 281604
Pennington, NJ
Past

December 10, 2018 - March 20, 2019

APW CAPITAL, INC.

BD
CRD#: 43814
Pennington, NJ
Past

July 26, 2017 - December 7, 2018

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Bridgewater, NJ
Past

June 17, 2014 - December 10, 2018

INSIGHT PRIVATE ADVISORS, LLC

RIA
CRD#: 169017
SOMERVILLE, NJ
Past

June 22, 2012 - October 29, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
BRIDGEWATER, NJ
Past

June 22, 2012 - May 2, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
BRIDGEWATER, NJ
Past

April 8, 2009 - June 29, 2012

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEW YORK, NY
Past

July 6, 2007 - June 29, 2012

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN

CRD#: 305026 / SEC#: 801-117955

RIA
Registered Investment Advisory firm - (11/25/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(6/14/2024)
RR
Maryland
(6/14/2024)
IAR
Nevada
(6/2/2021)
RR
Nevada
(6/14/2024)
RR
New Jersey
(6/14/2024)
RR
New York
(6/14/2024)
RR
Pennsylvania
(6/14/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/5/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN

CRD#: 305026 / SEC#: 801-117955

RIA
Registered Investment Advisory firm - (11/25/2019 Approved)
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Contact information

Main Address
101 South 108th Avenue, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts3,681
AUM (Assets Under Management)$ 1,120,185,963

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHPLAN PARTNERS

CRD#: 305026Las Vegas, NV 89120

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