Steven D Privette

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2025
  Edward Jones
  Sterling Heights, MI
• 06/2025 → Present
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
• 06/2025 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI

Previous Registrations

• 2013-01-23 → 2025-06-20
  Edward Jones
  St Louis, MO
  Sterling Heights, MI

Other Businesses

1 - 06/23/2025 - Wealthcare Management Services - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv Related - OBA Start Date: 06/23/2025. -160 Hours/Month - 40 Hours During Trading 2 -06/23/2025 - Altar Advisory LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - Home Based - OBA Start Date: 06/23/2025 - 1 Hour/Month - 1 Hour During Trading 3) 06/26/2025 - Wealthcare Advisory Partners LLC - Investment related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date:06/23/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/26/2025 - Wealthcare Management Services - Investment Related - Registered Investment Advisor DBA - At reported business location(s) - Start Date:06/23/2025 - 160 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-18
• S63 Uniform Securities Agent State Law Examination
  2011-06-29

Designations

• Certified Financial Planner

Other Names

• Steven Dale Privette
• Steven D Privette
• Steven Privette