Thomas
Niver

Buck Wealth Strategies, LLC

CRD#348480
Investment Advisor
in Denver, CO

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About this Advisor

Thomas Niver is a financial advisor based in Denver, Colorado, working with Buck Wealth Strategies, LLC. Thomas has previously held positions at Cherry Street Financial Group, Nfp Securities, Inc, Kestra Financial Services, Inc, Woodbury Financial Services Inc, Madison Avenue Securities, LLC, E. A. Buck Financial Services, Aewealth Management, LLC, and Buck Wealth Strategies, LLC. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Thomas is part of Buck Wealth Strategies, LLC, which operates out of Denver, Colorado. The firm has 11 offices and 66 employees. The firm manages assets totaling $299.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Buck Wealth Strategies, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4600 S. Syracuse Street Suite 650
Denver, CO 80237

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Buck Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$299,865,422

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

66

CO Average: 28
Total Number of Accounts

1,979

CO Average: 1,101
Average Account Size

$151,524

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Thomas Niver Work History

2023 - Present (1 year)

Buck Wealth Strategies, LLC

2020 - Present (4 years)

Madison Avenue Securities, LLC

2020 - Present (4 years)

E. A. Buck Financial Services

2020 - Present (4 years)

Aewealth Management, LLC

2018 - 2020 (2 years)

Woodbury Financial Services Inc

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2002 - 2016 (14 years)

Nfp Securities, Inc

1986 - 2022 (36 years)

Cherry Sreet Financial Group

Disclosures

Please visit the SEC profile of Thomas Niver 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 Buck Wealth Strategies, LLC

Jake Yong
Honolulu, HI
Michael Hou
Denver, CO
Sean Hite
Denver, CO
Arthur Austin
Kahului, HI
Christopher Dolan
Bellevue, WA
Kyrie Greathouse
Denver, CO
Claudia Moreno
Kapolei, HI
Brandi-Ayn Kamano
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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