Travis
Ivanoff

Tucker Asset Management LLC

CRD#6861827
Investment Advisor
in Cypress, CA

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About this Advisor

Travis Ivanoff is a financial advisor who works in Cypress, California who has 6 years of industry experience. Ivanoff is currently employed by Tucker Asset Management LLC. Their career trajectory has included roles at Tucker Asset Management LLC, Us Interactive Media, Multi-Funding Financial, Travis Ivanoff Insurance Services Inc and Ivanoff Wealth Management Inc. Ivanoff maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California. Tucker Asset Management LLC is a registered investment firm operating out of Littleton, CO. It has offices in 57 locations and a total of 75 employees. It administers $369 million in assets under management among its 3,679 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 3,679 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Tucker Asset Management LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Tucker Asset Management LLC may include asset-based, hourly and other fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

5252 Orange Ave. Suite 107
Cypress, CA 90630

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$369,449,353

CA Average: $2,349,664,866
Total Number of Employees

75

CA Average: 28
Total Number of Accounts

3,679

CA Average: 1,101
Average Account Size

$100,421

CA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Travis Ivanoff Work History

Travis has been registered as a financial advisor for 6 years.*

2023 - Present (1 year)

Ivanoff Wealth Management Inc

2017 - Present (7 years)

Tucker Asset Management LLC

2017 - Present (7 years)

Ivanoff Wealth Management Inc

2015 - Present (9 years)

Travis Ivanoff Insurance Services Inc

2013 - 2015 (2 years)

Multi-Funding Financial

2012 - 2013 (1 year)

Us Interactive Media

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Travis Ivanoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tucker Asset Management LLC

Fred Mcewen
Naperville, IL
Shane Mccann
Missoula, MT
Christopher Wharton
Littleton, CO
Kevin Mccann
Littleton, CO
Travis Ivanoff
Cypress, CA
Richard Williamson
Richardson, TX
John Darwin
Nederland, TX
Christopher Shoop
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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