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PK
ChFC
PK
ChFC

Patrick Kaiser

Tucker Asset Management LLC
23 Years of Experience
Orland Park, IL
Sells Insurance
View SEC Summary
View SEC Summary

Patrick Kaiser is a ChFC-designated registered investment advisor at Tucker Asset Management LLC, based in Orland Park, IL, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M in assets under management.

Tucker Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,960 clients
Average Client Portfolio
$204K average
Assets Under Management
$603.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9501 W. 144th Place, Suite 300A, Orland Park, IL, 60462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick is an independent insurance agent in Tinley Park, IL, selling annuities, life and health insurance products, and physical gold and silver. This takes about 10-20% of his time.

Employment History
Current Registrations
Tucker Asset Management LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Iams Wealth Management, LLC
August 2021 - May 2025 · 3 yrs 9 mos
Royal Fund Management, LLC
June 2019 - August 2021 · 2 yrs 2 mos
Virtue Capital Management, LLC
August 2016 - July 2019 · 2 yrs 11 mos
Brookstone Capital Management LLC
November 2013 - August 2016 · 2 yrs 9 mos
Cambridge Investment Research Advisors, INC.
July 2011 - December 2011 · 5 mos
World Equity Group, INC.
May 2009 - March 2011 · 1 yr 10 mos
Workman Securities Corporation
October 2006 - June 2007 · 8 mos
Workman Securities Advisory Services
April 2005 - October 2006 · 1 yr 6 mos
The Masters
January 2003 - December 2004 · 1 yr 11 mos
The Masters, INC.
September 1998 - February 2003 · 4 yrs 5 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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