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Tucker Kenyon Bixby

Arete Wealth Advisors, LLC

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About Tucker Kenyon Bixby

Tucker Bixby is an investment advisor representative with Arete Wealth Advisors, LLC. Tucker has been in the financial services industry since March 16, 1998. Tucker has a strong background in financial planning and portfolio management. Tucker also works with businesses and individuals to help them achieve their financial goals. Prior to joining Arete Wealth Advisors, LLC, Tucker was a financial advisor with Ameriprise Financial Services, Inc. and New England Securities. Tucker is a licensed investment advisor representative in Florida, Massachusetts, New Hampshire, South Carolina, Texas, Virginia, and Washington. Tucker is also a registered representative with FINRA. Tucker is a member of Family Promise North Shore Boston, a non-profit organization that helps families experiencing homelessness. Tucker serves as the president of the board of trustees for Family Promise North Shore Boston.

Firm Information

Tucker Bixby is currently registered with Arete Wealth Advisors, LLC. Arete Wealth Advisors, LLC is a registered investment advisor headquartered in Chicago, Illinois. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, pension consulting, and portfolio management services to a diverse range of clients, including individuals, corporations, and pension plans. Arete Wealth Advisors also participates in wrap fee programs. The firm's website addresses include christie-cox.com, bondstocksfinancial.com, leblancfinancial.com, aretewealth.com, and more.
Arete Wealth Advisors, LLC

1115 W FULTON MARKET

CHICAGO, IL 60607

$2.67B

Assets Under Management

30

Total Clients

125

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Sharing in underwriting fees from an affiliated broker-dealer

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Tucker Bixby’s Registration & Firm History

IL

04/17/2017 - Present

Arete Wealth Advisors, LLC (CHICAGO IL)

MA

04/16/2007 - 05/07/2008

NEW ENGLAND SECURITIES (WAKEFIELD MA)

MA

11/16/1999 - 04/03/2007

AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)

MN

11/16/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

03/16/1998 - 06/07/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/16/1998 - 06/07/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/10/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tucker Kenyon Bixby.
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