Steven D Privette
Investment adviser representative at Wealthcare Advisory Partners LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm assets
Are you Steven D Privette? 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
Experience
13 years in the industry.
- LPL Financial LLCJun 2025 to now
- Wealthcare Advisory Partners LLCJun 2025 to now
- Edward JonesJan 2013 to Jun 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5909134
- Firm CRD
- 171976