Mobile Phone: (215) 285-0011
Steve Hacker has over 25 years of experience in the Retirement Plan industry. His core competence is in Qualified Plans. He has active securities registrations that include series 6, 7, 63, and 65 and is registered through Equity Services, Inc. (ESI). He also holds licenses in Property Casualty Insurance as well as Life, Accident, Annuities, and Health Insurance.
Steve currently holds a position at Evolution Financial as a Financial Advisor. Steve's responsibilities include, but are not limited to, marketing retirement plans, acting as the relationship manager, and consultant for the firm.
Steve holds the Qualified 401K Administrator (QKA) and Qualified Pension Administrator (QPA) conferred by the American Society of Pension Actuaries/National Association of Plan Advisors. He has also attained his Accredited Investment Fiduciary (AIF®) as conferred by The Center for Fiduciary Excellence.
Steve has been awarded the 2015, 2016, 2017, 2018, and 2019 Five Star Wealth Manager award for quality service to clients, as featured in Philadelphia magazine*.
Steve Hacker is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investments advisory services are offered solely by Equity Services, Inc. (ESI – known as Vermont Equity Services in WI, NH, CO & MO), Member FINRA/SIPC, Rosetree Building 2, 1400N Providence Rd., Ste 3007, Media, PA 19063, 610-891-9700. Evolution Financial Group is independent of ESI. *The list identifies wealth managers who were evaluated on six key client satisfaction criteria: integrity; expertise; customer service; communication; meeting client objectives; and value for fees charged. Managers do not pay a fee to be included in the research or final list. Overall evaluation scores reflect an average of all respondents and may not be representative of any one client’s evaluation. This award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the list should not be construed as an endorsement by Philadelphia magazine. TC112037(0120)1