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Frank C Filisky

Tucker Asset Management LLC

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About Frank C Filisky

Frank C. Filisky is a registered investment advisor representative at Tucker Asset Management LLC. Frank has been in the financial industry since 1984, and has worked at RSW CAPITAL CORP. and Frank C. Filisky LLC. Frank is also the sole proprietor of FRANK FILISKY INSURANCE AGENCY. Frank is a Certified Financial Planner and a Chartered Financial Consultant. Frank is registered with the state of Ohio.

Firm Information

Frank Filisky 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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Frank Filisky’s Registration & Firm History

OH

09/17/2015 - Present

Tucker Asset Management LLC (Poland OH)

NA

06/07/1984 - 11/14/1988

RSW CAPITAL CORP.

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Licenses & Designations

BC

Issued 11/13/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank C Filisky.
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