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Tucker Johnson

Advisor at McAdam LLC

Updated today

Location

Oconomowoc, WI

Credentials

Series 65

Industry experience

3 years

About

Tucker Johnson is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. Before joining McAdam in 2022, he held various roles including positions at Mike Ives Realty and the University of Wisconsin. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Client services

Based on McAdam LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on McAdam LLC

General retirement planning Private / alternative investments ESG / Sustainable investing

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Fee options

Fixed

Fixed fees generally range from $500 to $5,000 for financial planning and consulting services

Percentage

Negotiable up to 1.75% annually (varies by portfolio size, composition, service type, and representative)

Commissions

Offered by supervised persons individually as registered representatives and insurance agents under separate commission-based arrangements

Project-based

Financial planning and consulting fees may be charged on hourly basis; specific hourly rates not stated

Subscriptions

RetireUS Subscription Service charged as weekly subscription fee; specific amounts depend on service tier and agreement terms

Other

Minimum fee: Generally ranges from $500 to $5,000 fixed fee for financial planning and consulting Fee-only: Fixed fees for financial planning and consulting services, negotiable; also weekly subscription fees for RetireUS Subscription Service

Location

Oconomowoc, WI

Most active in

Texas · Wisconsin

Work history

McAdam LLC

2022 - Present (4 years)

Mike Ives Realty

2020 - 2021 (1 year)

University of Wisconsin

2020 - 2022 (2 years)

Madison Area Technical College

2019 - 2020 (1 year)

Focal Point Training

2019 - 2020 (1 year)

Wisconsin Union

2019 - 2019 (1 year)

Grand Rapids State Bank

2017 - 2019 (2 years)

Dairy Queen

2016 - 2016 (1 year)

Grand Rapids High School

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William W

CFA®

Delafield, WI

Pavlic Investment Advisors, Inc.

William Warnke is a CFA charterholder with 37 years of industry experience. He has been with Warnke/Nichols Ltd. since 1993, where he serves as a principal. The firm provides discretionary portfolio management and investment advice to individuals, families, corporate retirement plans, and nonprofit organizations. Warnke/Nichols Ltd. manages a concentrated client base using a value-oriented investment process focused on fundamental analysis and margin of safety, typically maintaining diversified portfolios of 12–20 stocks with long holding periods and conservative fixed income allocations.

Social Security optimization Charitable giving tax strategies Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Lars L

Series 65

Pewaukee, WI

Magis Private Wealth Management, LLC

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Wealth management

Marie S

CFP®, EA

Watertown, WI

Entirement Financial Planning LLC

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
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Richard S

CFA®, Series 63

Delafield, WI

Pavlic Investment Advisors, Inc.

Richard Schiller is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Pavlic Investment Advisors, Inc., where he has worked since 2021. His prior roles include positions at VP Distributors LLC, Duff & Phelps Investment Management LLC, and Robert W. Baird. Schiller serves as a board member of the Rogers Behavior Health Foundation. Pavlic Investment Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a buy-and-hold, diversified strategy, focusing on individual equities, ETFs, and fixed-income securities, and manages accounts according to client-specific investment policy guidelines.

Social Security optimization Charitable giving tax strategies Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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Nicholas H

Series 65

Hartland, WI

Elevated Private Wealth

Nicholas Henning is a financial advisor with Elevated Private Wealth in Hartland, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management and the U.S. Department of Veterans Affairs. He is also involved in insurance sales and operates an investment-related advisory business through Big Paw Advisory, LLC. Elevated Private Wealth offers discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly account reviews and ongoing tax consultation.

Annuities
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