Anthony Drew Steffan
Investment adviser representative at Hs Wealth Partners
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$481.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Hs Wealth PartnersMay 2024 to now
- Tigeroak Management, L.L.C. dba Hs Wealth PartnersMay 2024 to now
- Cambridge Investment Research Advisors, Inc.Nov 2017 to May 2024
- Cambridge Investment Research, Inc.Nov 2017 to May 2024
- UBS Financial Services IncNov 2008 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Hs Wealth Partners
Legal name: Tigeroak Management, LLC
$481.2MAssets managed
285Clients
6Advisers
2 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
- 2404745
- Firm CRD
- 330640