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Andrew Delos Elison

Tucker Asset Management LLC

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About Andrew Delos Elison

Andrew Elison is a registered investment advisor representative with Tucker Asset Management LLC. Andrew has been in the industry since 1991 and has experience in various financial fields including insurance, mortgage lending, and farming. Andrew holds Series 6 and Series 63 licenses, and is currently registered in Idaho and Utah. Previous employers include Beneficial Investment Services, Inc., Capital Financial Services, Inc., United Heritage Financial Services, Inc. and Intersecurities, Inc. Andrew specializes in financial planning and portfolio management for individuals.

Firm Information

Andrew Elison is currently registered with Tucker Asset Management LLC. Tucker Asset Management LLC is a registered investment advisor based in Littleton, Colorado. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. With 78 licensed agents and a focus on client relationships, Tucker Asset Management has over $476 million in regulatory assets under management.
Tucker Asset Management LLC

1520 WEST CANAL COURT

LITTLETON, CO 80120

$476.48M

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in fees paid to third party investment advisers

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Andrew Elison’s Registration & Firm History

ID

04/09/2018 - Present

Tucker Asset Management LLC (Caldwell ID)

ID

11/09/2007 - 10/16/2009

BENEFICIAL INVESTMENT SERVICES, INC. (NAMPA ID)

ID

03/07/2007 - 10/24/2007

CAPITAL FINANCIAL SERVICES, INC. (CALDWELL ID)

ID

02/10/1998 - 03/07/2007

UNITED HERITAGE FINANCIAL SERVICES, INC. (CALDWELL ID)

FL

05/14/1997 - 12/03/1997

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 03/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew Delos Elison. Review regulatory record here.
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