Steven H Druckman
Investment adviser representative at Wealthplan Partners
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 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.
- Osaic Wealth, Inc.Jun 2024 to now
- Wealthplan Partners, Inc.Aug 2019 to now
- Gerson R Druckman Cpa LLCJan 2019 to now
- Securities America, Inc.Aug 2019 to Jun 2024
- Apw CapitalJan 2019 to Mar 2019
- Main Street Private AdvisorsJan 2019 to Mar 2019
- Purshe Kaplan Sterling InvestmentsJul 2017 to Dec 2018
- Insight Private Advisors, LLCJun 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NV).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 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
- 5345067
- Firm CRD
- 305026