Douglas James Stepansky
Managing Member, President And Chief Compliance OfficerNext Step Financial Planning, LLCCRD 4063040
About Douglas James Stepansky
Douglas James Stepansky is listed as Managing Member, President And Chief Compliance Officer at Next Step Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%. Douglas James Stepansky is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Next Step Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Douglas James Stepansky work?
Douglas James Stepansky is listed as Managing Member, President And Chief Compliance Officer at Next Step Financial Planning, LLC on SEC Form ADV.
How much of Next Step Financial Planning, LLC does Douglas James Stepansky own?
Form ADV reports a beneficial ownership band of Over 75%.
Next Step Financial Planning, LLC
| Title | Managing Member, President And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |
Strategic Investment Solutions, Inc.
| Title | Cco |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2017 |