Fred
Mcewen

Tucker Asset Management LLC

CRD#1718410
Investment Advisor
in Naperville, IL

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About this Advisor

Fred Mcewen is a financial advisor based in Naperville, Illinois, working with Tucker Asset Management LLC. Fred has previously held positions at Valic Financial Advisors, Inc, Sos Children's Villages, various insurance carriers for W&R Insurance Agencies, Waddell & Reed, Inc, The Prudential Insurance Company of America, Pruco Securities LLC, Uber, and Tucker Asset Management LLC. Fred has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Fred is part of Tucker Asset Management LLC, which operates out of Naperville, Illinois. The firm has 57 offices and 82 employees. The firm manages assets totaling $476.5 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 selection of other advisers. The fee structure at Tucker Asset Management LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 63, Series 66

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

1230 E. Diehl Road Suite 106
Naperville, IL 60563

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$476,481,402

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

82

IL Average: 28
Total Number of Accounts

6,427

IL Average: 1,101
Average Account Size

$74,137

IL Average: $2,134,119

Investment Advisory Services

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

Fred Mcewen Work History

2019 - Present (5 years)

Tucker Asset Management LLC

2017 - Present (7 years)

The Prudential Insurance Company Of America

2017 - Present (7 years)

Uber

2017 - 2018 (1 year)

Pruco Securities LLC

2016 - 2017 (1 year)

Sos Children'S Villages

2016 - 2017 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2016 - 2017 (1 year)

Waddell & Reed, Inc

2013 - 2016 (3 years)

Valic Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Fred Mcewen 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

Kevin Mccann
Columbus, OH
Justin Miller
Littleton, CO
Darren Petty
Littleton, CO
Leon James
Littleton, CO
Kenneth Tumolo
Littleton, CO
Shane Mccann
Missoula, MT
Rickey Vanhooser
Littleton, CO
Glen Kavanagh
Lehi, UT

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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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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