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Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Packwood, WA
STIFEL
Institution
Michael Tucker is a financial advisor at Stifel with 25 years of industry experience. He has held his current position at Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is a managing director of a family investment LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
Packwood, WA
Packwood WA
Advisors at this office
1
Texas · Washington
26 years of industry experience
STiFEL NICOLAUS & CO INC
2013 - Present • 13 years
Bellevue, WA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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