Steven Delap, financial advisor Bismarck ND
93 score

Steven Delap

CRD Number: 5321311
Current Firm: Woodbury Financial Services, Inc.

Steven Delap (CRD# 5321311) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Bismarck, ND and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Vue Community Credit Union Bismarck, ND Jul 2012 - Current 4
Woodbury Financial Services, Inc. Bismark, ND Jan 2012 - Current 4
Jamestown Tae Kwon Do Academy Jamestown, ND Nov 1992 - Current 24
Eagle Strategies LLC Bismark, ND Apr 2011 - Jun 2012 1
Nylife Securities LLC Fargo, ND Dec 2010 - Jun 2012 1
New York Life Fargo, ND Nov 2010 - Jun 2012 1
Investment Centers Of America Jamestown, ND Mar 2007 - Nov 2010 3
First Community Credit Union Jamestown, ND Dec 1998 - Mar 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Steven E. Delap
Phone Number: 800-800-2638
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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