Steven Tackman is a registered investment advisor at Private Advisor Group, LLC, based in Gladstone, MI, with 34 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
104 South Tenth St, Gladstone, MI, 49837
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the owner of Tackman Tax & Business Consulting, a board member of Gladstone Economical Development Corp, and provides investment advisory services through Private Advisor Group. He also owns Tackman Holdings, LLC for tax/investment purposes and Tackman Capital Management as a DBA for his LPL business.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Aegon USA Securities INC.Broker
Everen Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations26 states
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