Kenneth Tumolo (CRD# 6219688) is an Investment Advisor Representative working at Tucker Asset Management LLC in Middletown, CT and has over 10 years of experience in the finance industry. Kenneth Tumolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caitlin John, LLC | Brighton, MI | Aug 2019 - Current | 4 |
| Tumolo Financial | East Lyme, CT | Aug 2019 - Current | 4 |
| Jb Capital LLC | Wethersfield, CT | May 2014 - Aug 2019 | 5 |
| Financial Retirement Solutions, LLC | Wethersfield, CT | Apr 2014 - Dec 2017 | 3 |
| Silver Oak Securities Inc. | Wethersfield, CT | Apr 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CT
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Total Assets Under Management476MILLIONS
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Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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