Adviser and broker representative · Wealthcare Advisory Partners LLC
Steven K. Bachmann
CRD 7082559 · Exton, PA
At a glance
Steven K. Bachmann is an investment adviser representative with Wealthcare Advisory Partners LLC in Exton, PA, according to the SEC’s Investment Adviser Public Disclosure records. Steven is also registered as a broker representative.
Current advisory firm
- Wealthcare Advisory Partners LLCSince January 2026Exton, PA · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.