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Douglas James Stepansky

CcoStrategic Investment Solutions, Inc.CRD 4063040

About Douglas James Stepansky

Douglas James Stepansky is listed as Cco at Strategic Investment Solutions, Inc. in Orland Park, IL. Form ADV reports a beneficial ownership band of 10-25%. Douglas James Stepansky is associated with 2 registered advisers.

Reported ownership

Owns 10-25% of Strategic Investment Solutions, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Douglas James Stepansky work?

Douglas James Stepansky is listed as Cco at Strategic Investment Solutions, Inc. on SEC Form ADV.

How much of Strategic Investment Solutions, Inc. does Douglas James Stepansky own?

Form ADV reports a beneficial ownership band of 10-25%.

Strategic Investment Solutions, Inc.

TitleCco
Ownership10-25%
Control personYes
Since2017
View Strategic Investment Solutions, Inc. →

Next Step Financial Planning, LLC

TitleManaging Member, President And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2024
View Next Step Financial Planning, LLC →