Steven Joseph Hipsley
Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
Are you Steven Joseph Hipsley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Financial Services, Inc.Jun 2009 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 7 states (CT, FL, MI, NC, NY, PA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2287371
- Firm CRD
- 23131