Lynn Thurgood
Lynn Thurgood is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 26 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2008Regulatory
January 1994Other Business ActivitiesSells Insurance
Lynn is the sole owner and president/managing member of Insurance Network Inc., an independent life insurance agency, dedicating full-time hours to this role. Lynn also works with E.A. Buck Financial Services, focusing on recruiting, marketing, sales/service for group & individual health and life plans, tax-deferred fixed annuities, and managed money accounts, spending nearly full-time hours on this activity. Additionally, Lynn is a manager of LDT Enterprises, LLC, which owns and leases office space, spending minimal time on this.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Previous Registrations
Portside Wealth Group, LLC
Townsquare Capital, LLC
Horter Investment Management, LLC
Center Street Securities, INC.Broker
Beneficial Investment Services, INC.Broker
Equity Services, INC.Broker
Financial Network Investment CorporationBroker
Equity Services, INC.Broker
Nylife Securities INC.Broker
Mony Securities CorporationBroker
The O.N. Equity Sales CompanyBroker
State Registrations3 states
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.