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Michael Todd Reep

Tucker Asset Management LLC

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About Michael Todd Reep

Michael Todd Reep is a financial advisor with Tucker Asset Management LLC. Michael has been a registered advisor since 1991 and has worked for several firms over the years. Michael is a licensed investment advisor representative and is also a licensed insurance and tax sales representative.

Firm Information

Michael Reep 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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Michael Reep’s Registration & Firm History

NC

02/07/2022 - Present

Tucker Asset Management LLC (Asheville NC)

NC

07/24/2008 - 12/05/2008

CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)

NC

06/18/2004 - 04/25/2006

CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)

NC

10/01/2003 - 05/18/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NC

05/20/2003 - 10/06/2003

NCF FINANCIAL SERVICES, INC. (DURHAM NC)

MA

01/01/1998 - 05/20/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NA

11/09/1993 - 01/01/1998

NATIONSSECURITIES

MO

06/07/1991 - 11/25/1991

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

CO

11/25/1987 - 06/19/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 03/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Reep.
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