Cozad Asset Management
44yrs
Top advisor by experience in Champaign
34yrs
Steven Bert Tucker
Financial advisor at Osaic Wealth
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office201 W Springfield Ave Suite 903, Champaign, IL 61820
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2007 – 2024Woodbury Financial Services, Inc.Previously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steven
How do I contact Steven?
Call Osaic Wealth at 800-821-5100 and ask for Steven Bert Tucker. Steven works from the Champaign, IL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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