Kevin
Mccann

Tucker Asset Management LLC

CRD#7717400
Investment Advisor
in Columbus, OH

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About this Advisor

Kevin Mccann is a financial advisor based in Columbus, Ohio, working with Tucker Asset Management LLC. Kevin has previously held positions at Kemper Health, Medline Industries, Transamerica Agency Network, Tucker Asset Management LLC, Target, Liberty Restoration LLC, Marathon Petroleum Corp, and Mountain Peak Builders. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Kevin is part of Tucker Asset Management LLC, which operates out of Columbus, Ohio. 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 65

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

5701 N High St Ste 206
Columbus, OH 43085

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$476,481,402

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

82

OH Average: 28
Total Number of Accounts

6,427

OH Average: 1,101
Average Account Size

$74,137

OH Average: $2,134,119

Investment Advisory Services

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

Kevin Mccann Work History

2023 - Present (1 year)

Tucker Asset Management LLC

2022 - Present (2 years)

Kemper Health

2022 - 2023 (1 year)

Medline Industries

2022 - 2022 (< 1 year)

Transamerica Agency Network

2021 - 2022 (1 year)

Target

2021 - 2021 (< 1 year)

Liberty Restoration LLC

2019 - 2021 (2 years)

Marathon Petroleum Corp

2014 - 2019 (5 years)

Marathon Petroleum Corp

2014 - 2014 (< 1 year)

Mountain Peak Builders

Disclosures

Please visit the SEC profile of Kevin Mccann 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
Kenneth Tumolo
Littleton, CO
Justin Miller
Littleton, CO
Leon James
Littleton, CO
Darren Petty
Littleton, CO
Justin James
Ponte Vedra Beach, FL
Glen Kavanagh
Lehi, UT
Travis Ivanoff
Cypress, CA

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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