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Douglas James Stepansky

STRATEGIC INVESTMENT SOLUTIONS, INC.·ORLAND PARK, Illinois
SIE, Series 7, Series 24, Series 66CFPClean record22 years registeredSTRATEGIC INVESTMENT SOLUTIONS, INC.
9501 W 144TH PLACE, ORLAND PARK, IL 60462-2562CRD# 4063040Firm CRD# 143128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas James Stepansky · ORLAND PARK, IL
Registration
CRD #4063040 · STRATEGIC INVESTMENT SOLUTIONS, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC INVESTMENT SOLUTIONS, INC.
Dec 2010 – present
LPL FINANCIAL CORPORATION
Sep 2009 – Dec 2009
ORLAND PARK, IL
WATERSTONE FINANCIAL GROUP, INC.
Mar 2004 – Sep 2009
ITASCA, IL
HERITAGE CAPITAL MANAGEMENT INC
Jan 2004 – Sep 2006
ITASCA, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 21, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC INVESTMENT SOLUTIONS, INC.
CRD 143128 · SEC 801-67584
AUM
$780M
Regulatory assets under management
Employees
15
4,240 client accounts
Services offered by STRATEGIC INVESTMENT SOLUTIONS, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STRATEGIC INVESTMENT SOLUTIONS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Douglas James Stepansky offer?
Douglas James Stepansky specializes in Investment Management, Fee-Only Advisory. Contact their office in ORLAND PARK, Illinois for a consultation.
What are Douglas James Stepansky's credentials?
Douglas James Stepansky holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Douglas James Stepansky located?
Douglas James Stepansky is based in ORLAND PARK, Illinois, working with STRATEGIC INVESTMENT SOLUTIONS, INC.. Their office serves clients in the ORLAND PARK metropolitan area and surrounding communities.
How does Douglas James Stepansky charge for services?
Douglas James Stepansky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC INVESTMENT SOLUTIONS, INC.?
STRATEGIC INVESTMENT SOLUTIONS, INC. has approximately 15 employees and manages $780M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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