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Thomas Velickoff

Tucker Asset Management LLC

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About Thomas Velickoff

Thomas Velickoff is an Investment Advisor Representative with Tucker Asset Management LLC. Thomas has been in the industry since 2014 and is registered in Washington. Thomas has experience with financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Thomas Velickoff 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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Thomas Velickoff’s Registration & Firm History

CO

02/28/2022 - Present

Tucker Asset Management LLC (LITTLETON CO)

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Licenses & Designations

IA

Issued 09/07/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Velickoff.
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