Tucker Asset Management LLC

Tucker Asset Management LLC (CRD# 174844) is a financial advisory firm headquartered in Littleton, CO. They manage $2,470,833 in 32 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $77,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, NH, OH, OR, PA, SC, TN, TX, WA

Financial Advisors at Tucker Asset Management LLC
Showing 1 - 10 of 13 top financial advisors.
1
Frank C. Filisky
CRD#: 1264886
201 S. Main Street, Poland, OH 44514
96
Wealthminder
score

Frank Filisky (CRD# 1264886) is an Investment Advisor Representative working at Tucker Asset Management LLC in Poland, OH and has over 33 years of experience in the finance industry. Frank Filisky 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.

2
Larry J. Mahoney
CRD#: 1717552
4800 Sugar Grove Blvd. Suite 350, Stafford, TX 77477
96
Wealthminder
score

Larry Mahoney (CRD# 1717552) is an Investment Advisor Representative working at Tucker Asset Management LLC in Stafford, TX and has over 30 years of experience in the finance industry. Larry Mahoney 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.

3
Michael A. D'avella
CRD#: 1244177
West Chester, PA
93
Wealthminder
score

Michael D'avella (CRD# 1244177) is an Investment Advisor Representative working at Tucker Asset Management LLC in West Chester, PA and has over 33 years of experience in the finance industry.

4
William A. Christo
CRD#: 5922405
Rye, NH
90
Wealthminder
score

William Christo (CRD# 5922405) is an Investment Advisor Representative working at Tucker Asset Management LLC in Rye, NH and has over 6 years of experience in the finance industry.

5
Eric K. Hannemann
CRD#: 6668883
1230 East Diehl Road, Naperville, IL 60563
90
Wealthminder
score

Eric Hannemann (CRD# 6668883) is an Investment Advisor Representative working at Tucker Asset Management LLC in Naperville, IL and has 1 year of experience in the finance industry.

6
Kara L. Mitchell
CRD#: 6668314
Grass Valley, CA
90
Wealthminder
score

Kara Mitchell (CRD# 6668314) is an Investment Advisor Representative working at Tucker Asset Management LLC in Grass Valley, CA and has 1 year of experience in the finance industry.

7
Denise R. Spindler
CRD#: 6558760
Queen Creek, AZ
90
Wealthminder
score

Denise Spindler (CRD# 6558760) is an Investment Advisor Representative working at Tucker Asset Management LLC in Queen Creek, AZ and has 1 year of experience in the finance industry.

8
Darren F. Petty
CRD#: 6378432
1520 West Canal Court, Suite 100, Littleton, CO 80120
88
Wealthminder
score

Darren Petty (CRD# 6378432) is an Investment Advisor Representative working at Tucker Asset Management LLC in Littleton, CO and has over 3 years of experience in the finance industry.

9
Karlan K. Tucker
CRD#: 6449856
1520 West Canal Court, Suite 100, Littleton, CO 80120
88
Wealthminder
score

Karlan Tucker (CRD# 6449856) is an Investment Advisor Representative working at Tucker Asset Management LLC in Littleton, CO and has over 2 years of experience in the finance industry.

10
Gaylynn Loskill
CRD#: 1881331
Prescott Valley, AZ
87
Wealthminder
score

Gaylynn Loskill (CRD# 1881331) is an Investment Advisor Representative working at Tucker Asset Management LLC in Prescott Valley, AZ and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.