Tucker
Johnson

Mcadam LLC

CRD#7617213
Investment Advisor
in Oconomowoc, WI

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About this Advisor

Tucker Johnson is a financial advisor based in Oconomowoc, Wisconsin, working with Mcadam LLC. Tucker has previously held positions at Mcadam LLC, Madison Area Technical College, University Of Wisconsin, Grand Rapids High School, Robert J Elkington Middle School, Mike Ives Realty, Grand Rapids State Bank, Focal Point Training, Wisconsin Union, and Dairy Queen. Tucker has passed the Series 65 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Tucker is part of Mcadam LLC, which operates out of Oconomowoc, Wisconsin. The firm has 68 offices and 180 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mcadam LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Oconomowoc, WI

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,739,052,473

WI Average: $15,833,994,310
Total Number of Employees

180

WI Average: 41
Total Number of Accounts

8,964

WI Average: 3,342
Average Account Size

$194,004

WI Average: $4,737,880

Investment Advisory Services

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

Tucker Johnson Work History

2022 - Present (2 years)

Mcadam LLC

2020 - 2022 (2 years)

University Of Wisconsin

2020 - 2021 (1 year)

Mike Ives Realty

2019 - 2020 (1 year)

Madison Area Technical College

2019 - 2020 (1 year)

Focal Point Training

2019 - 2019 (< 1 year)

Wisconsin Union

2017 - 2019 (2 years)

Grand Rapids State Bank

2016 - 2016 (< 1 year)

Dairy Queen

2015 - 2018 (3 years)

Grand Rapids High School

2012 - 2015 (3 years)

Robert J Elkington Middle School

Disclosures

Please visit the SEC profile of Tucker Johnson 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 Mcadam LLC

Nash Klinger
Boston, MA
Spencer Harrison
Philadelphia, PA
Andrew Duffy
Philadelphia, PA
Elias Park
Philadelphia, PA
Ian Helmus
Philadelphia, PA
Ryan Schmitt
Philadelphia, PA
Anthony Rush
Vienna, VA
Christopher Degiacomo
Philadelphia, PA

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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