Matthew
Staten
Tucker Asset Management LLC
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About this Advisor
Matthew Staten is a financial advisor based in Westerville, Ohio, working with Tucker Asset Management LLC. Matthew has previously held positions at Staten & Associates, LLC, Innovative Retirement Solutions, LLC, Transamerica, T Green Wealth Advisors LLC, Tucker Asset Management LLC, and Medical Mutual. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Tucker Asset Management LLC, which operates out of Westerville, 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
Services Offered
Fee Structure
Office Location
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Tucker Asset Management LLC Brokerage Details
$476,481,402
82
6,427
$74,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Staten Work History
Tucker Asset Management LLC
Medical Mutual
Innovative Retirement Solutions, LLC
T Green Wealth Advisors LLC
Transamerica
Staten & Associates, LLC
Disclosures
Please visit the SEC profile of Matthew Staten 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
Littleton, CO
Columbus, OH
Littleton, CO
Littleton, CO
Littleton, CO
Cypress, CA
Littleton, CO
Lehi, UT
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