Kyle Tucker (CRD# 7681055) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Arlington Heights, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Heartland Capital Inc. | Lake St Louis, MO | Jan 2023 - Current | 1 |
| Signature Advisors Group | Arlington Heights, IL | Jul 2022 - Current | 1 |
| Purdue University | West Lafayette, IN | Aug 2018 - Jul 2022 | 3 |
| Dollar Tree | West Lafayette, IN | Dec 2020 - Dec 2021 | 1 |
| Remedy Staffing | Indianapolis, IN | Jun 2021 - Aug 2021 | < 1 |
| Executive Dry Cleaners | West Lafayette, IN | Sep 2018 - Jun 2021 | 2 |
| Ajs Burgersand Beef | West Lafayette, IN | Jun 2018 - Sep 2018 | < 1 |
| Mccutcheon High School | Lafayette, IN | Aug 2014 - Jun 2018 | 3 |
| G.l.r.s.a. | Lafayette, IN | Apr 2016 - Sep 2016 | < 1 |
| Not Employed (student) | Lafayette, IN | Jun 2014 - Aug 2014 | < 1 |
| Southwestern Middle School | Lafayette, IN | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- IL
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts471ACCOUNTS
-
Average Account Value$428,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, IN, SC, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.