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Steven T

Series 63, Series 65

Champaign, IL

OSAIC

Steven Tucker is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 22 years at Woodbury Financial Services, Inc., and he has operated Tucker Financial as a self-employed advisor since 1995. He also owns Legacy Investment Services, an insurance and fixed annuities agency. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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