Steven Friedman is a registered investment advisor at Gladstone Wealth Partners, based in Omaha, NE, with 57 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
12801 Pierce St., #100, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven operates under the DBAs Friedman Financial Partners and Silverleaf Wealth Management for his LPL business. He also provides administrative support to Gladstone Institutional Advisory, spending about half his time on these activities. He works with LPL Financial as a broker-dealer registered admin.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Rodman & Renshaw INC.Broker
Dean Witter & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.