Steven H Druckman

**GERSON R DRUCKMAN, CPA LLC POSITION: Accountant NATURE: I am an accountant in my father's accounting firm, Gerson R Druckman, CPA, LLC. We prepare personal and corporate tax returns and write financial reports. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2019 ADDRESS: 3686 East Sunset Road, Suite 100, Las Vegas NV 89120, United States DESCRIPTION: I am an accountant in my father's CPA firm. My father, Gerson Druckman is a CPA and the firm is Gerson R Druckman CPA, LLC. We prepare personal and corporate tax returns, write financial statements, and give tax advice and consultations. I spend the majority of my day and make the majority of my income in this business. **STEVEN H DRUCKMAN POSITION: broker NATURE: Fixed insurance brokerage. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2005 ADDRESS: 3686 East Sunset Road,, Suite 100, Las Vegas NV 89120, United States DESCRIPTION: I am a licensed insurance broker for fixed insurance and annuities primarily focusing on life insurance, disability insurance and long term care insurance. **WEALTH PLAN PARTNERS POSITION: Financial Advisor NATURE: Financial Advisory Services Through Wealth Plan Partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 2 START DATE: 07/23/2019 ADDRESS: 101 South 108th Avenue, First Floor, Omaha NE 68154, United States DESCRIPTION: Investment management and financial advisory services. **DRUCKMAN CPAS AND FINANCIAL ADVISORS LLC POSITION: Accountant NATURE: I am a CPA in my father's accounting firm, Druckman CPAs and Financial Advisors LLC. We prepare personal and corporate tax returns and write financial reports. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2019 ADDRESS: 3686 East Sunset Road, Suite 100, Las Vegas NV 89120, United States DESCRIPTION: I am an accountant in my father's CPA firm. My father, Gerson Druckman is a CPA and the firm is Druckman CPAs and Financial Advisors LLC. We prepare personal and corporate tax returns, write financial statements, and give tax advice and consultations. I spend the majority of my day and make the majority of my income in this business. **DRUCKMAN CPAS POSITION: Principal, Accountant NATURE: Accounting Services, financial reporting, tax preparation. This is an extension of an existing OBA, "Druckman CPAs and Financial Advisors LLC". This is the same activity, however for this activity we often use the DBA "Druckman CPAs". "Druckman CPAs" is a registered DBA with the state of Nevada, therefore I am submitting it to SAI as well. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 70 START DATE: 08/01/2023 ADDRESS: 3686 East Sunset Road, Suite 100, Las Vegas NV 89120, United States DESCRIPTION: Financial write ups, Financial Statement Preparation, Financial Statement Compilation, Financial Statement Review. US Tax Preparation and US Tax Filings. Tax advice and tax planning. **DRUCKMAN FINANCIAL POSITION: Financial Advisor NATURE: Financial Advisory Services Through WealthPlan Partners. Wealthplan Partners is my RIA OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2023 ADDRESS: 3686 East Sunset Road, Suite 100, Las Vegas NV 89120, United States DESCRIPTION: I am a financial advisor. WealthPlan Partners is my RIA. I have a currently approved OBA for WealthPlan Partners as a financial advisor.Druckman Financial is a state registered DBA of Druckman CPAs and Financial Advisors LLC, which is also currently approved as a DBA and OBA.This activity involves providing investment advice, investment management and financial planning.