Stephen Paluck
Investment adviser representative at Wealthcare Advisory Partners LLC
14 yearsExperience
3 statesRegistered in
$8.3BFirm assets
12 yearsFirm in business
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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
Experience
14 years in the industry.
- Wealthcare Advisory Partners LLCNov 2021 to now
- LPL Financial LLCNov 2021 to now
- Wealthcare Advisory Partners LLC dba Paluck Capital ManagementNov 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2021
- Wells Fargo AdvisorsAug 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, TX).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 4144405
- Firm CRD
- 171976