Tucker Paschen is a CFP-designated registered investment advisor at Nicolet Wealth Management, based in Appleton, WI, with 4 years of industry experience. Tucker is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 3,849 clients with $4.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3740 Investors Court, Appleton, WI, 54913
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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.
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Tucker works full-time as a Registered Investment Advisor (RIA) at Nicolet Advisory Services, LLC. Most of Tucker's time is spent during trading hours.
Employment History
Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
State Registrations10 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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