IS
IS

Igor Shaykevich

12 Years of Experience
4 DisclosuresSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
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
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Location

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

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History

Regulatory History (4)
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Regulatory
November 2020
Final
Regulatory
August 2020
Pending
Customer Dispute
January 2020
Settled
Customer Dispute
January 2020
Settled
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
WI
Advisor
Exams
No exam information available for this advisor.