Igor Shaykevich

12 Years of Experience

4 DisclosuresSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth

Tucker Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,191 clients

Average Client Portfolio

$201K average

Assets Under Management

$640.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

5205 N Ironwood Rd, Suite 102, Glendale, WI, 53217

Get directions

History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2020

Final

Regulatory

August 2020

Pending

Customer Dispute

January 2020

Settled

Customer Dispute

January 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Igor operates Independent Solutions, selling insurance and other non-securities related products since 2001. He also works as an engineering contractor for 1st Tech Staffing on an as-needed basis.

Employment History

Current Registrations

Tucker Asset Management LLC

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

New England SecuritiesBroker

June 2002 - October 2004 · 2 yrs 4 mos

World Group Securities, INC.Broker

April 2002 - June 2002 · 2 mos

Wma Securities, INC.Broker

June 1996 - April 2002 · 5 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.