Tatum Uecke
Tatum Uecke is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Appleton, WI, with 9 years of industry experience. Tatum is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,354 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
100 West Lawrence Street, Suite 500, Appleton, WI, 54911
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations4 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.
Exams
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