Tucker Joseph Johnson
Advisor at McAdam LLC — Oconomowoc, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Oconomowoc, WI
McAdam LLC
Multi-team
Tucker Johnson is a Series 65–licensed financial advisor with McAdam LLC, based in Oconomowoc, WI, and has four years of industry experience. His background includes roles in realty, education, and banking prior to joining McAdam LLC in 2022. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs discretionary portfolio management with a diversified approach that includes traditional and alternative investments, along with innovative offerings such as a tiered subscription planning product and AI-integrated advisory services.
Based on McAdam LLC
Based on McAdam LLC
Fixed fees generally range from $500 to $5,000 for financial planning and consulting services
Negotiable up to 1.75% annually (varies by portfolio size, composition, service type, and representative)
Offered by supervised persons individually as registered representatives and insurance agents under separate commission-based arrangements
Financial planning and consulting fees may be charged on hourly basis; specific hourly rates not stated
RetireUS Subscription Service charged as weekly subscription fee; specific amounts depend on service tier and agreement terms
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
Oconomowoc, WI
Oconomowoc WI
Advisors at this office
1
Texas · Wisconsin
4 years of industry experience
McAdam LLC
2022 - Present • 4 years
Oconomowoc, WI
Mike Ives Realty
2020 - 2021 • 1 year
Grand Rapids, MN
University of Wisconsin
2020 - 2022 • 2 years
Madison, WI
Focal Point Training
2019 - 2020 • 1 year
Madison, WI
Madison Area Technical College
2019 - 2020 • 1 year
Madison, WI
Wisconsin Union
2019 - 2019 • 1 year
Madison, WI
Grand Rapids State Bank
2017 - 2019 • 2 years
Grand Rapids, MN
Grand Rapids High School
2015 - 2018 • 3 years
Grand Rapids, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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