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Thomas Niver

Buck Wealth Strategies, LLC

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About Thomas Niver

Thomas Niver is a financial advisor with Buck Wealth Strategies, LLC, located in Denver, Colorado. Thomas has been in the financial services industry since 1986. He holds Series 1, 63 and 7TO licenses and has earned the Chartered Financial Consultant designation. Thomas specializes in providing financial planning and portfolio management services for individuals and retirement plans. Thomas has a background in insurance sales and has worked at several firms over his career including Kestra Financial Services, Inc., Madison Avenue Securities, LLC and Woodbury Financial Services, Inc.

Firm Information

Thomas Niver is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Thomas Niver’s Registration & Firm History

CO

04/10/2023 - Present

Buck Wealth Strategies, LLC (DENVER CO)

CO

05/12/2020 - 12/31/2023

MADISON AVENUE SECURITIES, LLC (Denver CO)

CO

07/26/2018 - 05/12/2020

WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)

CO

07/02/2002 - 07/27/2018

KESTRA INVESTMENT SERVICES, LLC (DENVER CO)

CA

06/03/1987 - 07/03/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

06/26/1973 - 06/15/1987

CIGNA SECURITIES, INC.

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Licenses & Designations

BC

Issued 07/02/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Niver.
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