Advisor at Buck Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buck Wealth Strategies, LLC
Location
Kahului, HI 96732
Credentials
Series 66
Industry experience
4 years
Financial planning fees negotiated in advance, typically 50% upfront and 50% upon plan delivery; Retirement Plan Consulting flat fees from $2,500 to $50,000.
Up to 1.50% annually (maximum fee)
Insurance commissions received by some Investment Adviser Representatives who are dually licensed, paid separately from advisory fees.
$400/hour for financial planning if terminated before plan completion.
Account minimum: $25,000 (can be waived at sole discretion)
Buck Wealth Strategies, LLC.
2022 - Present (4 years)
AE Wealth Management, LLC
2022 - 2023 (1 year)
Madison Avenue Securities, LLC
2022 - Present (4 years)
E.A. Buck Insurance DBA E.A. Buck Financial Services
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Lahaina, HI
Merrill
John Van Steen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that are designed to align with clients’ individual financial goals and the evolving conditions of today’s markets. Leveraging the investment insights of Merrill Lynch Wealth Management alongside the banking and lending solutions from Bank of America, he addresses the diverse aspects of clients’ financial lives. John brings a comprehensive approach to wealth management that begins with listening closely to client needs and ensuring every strategy is grounded in an understanding of their objectives. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a High School Diploma from Sleepy Hollow High School, a Bachelor’s Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate from the State University of New York System. John participates in community service in line with Merrill’s tradition of involvement in the communities it serves, dedicating time to volunteering with local organizations. His professional philosophy emphasizes working one-on-one with clients to develop strategies tailored to pursuing their long-term financial goals.
CFP®, ChFC®, Series 66
Wailuku, HI
Edward Jones
Series 66
Kihei, HI
Edward Jones
CFP®, Series 66
Pukalani, HI
Edward Jones
Series 63, Series 66
Kihei, HI
Edward Jones
Series 63, Series 66
Wailuku, HI
Edward Jones
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