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.
| Title | Cco |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2017 |
Next Step Financial Planning, LLC
| Title | Managing Member, President And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |