Steven Tucker
Steven Tucker is a registered investment advisor at Osaic Wealth, INC., based in Champaign, IL, with 31 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
201 W Springfield Ave, Suite 903, Champaign, IL, 61820
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2008Customer Dispute
December 2005Regulatory
November 1996Other Business ActivitiesSells Insurance
Steven is the owner of Legacy Investment Services Insurance and Fixed Annuity Agency, a sole proprietorship. He dedicates a few hours per week to insurance and fixed annuity activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Nylife Securities INC.Broker
Fortis Investors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 states
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.