Patrick K. Tucker

TRUE MEASURE WEALTH MANAGEMENT

Omaha, NE 68131

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CRD#: 2730573

Professional summary

Patrick Kevin Tucker, who also goes by Patrick K Tucker, is a registered financial advisor currently at TRUE MEASURE WEALTH MANAGEMENT located in Omaha, Nebraska.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Patrick has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick K Tucker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Patrick K. Tucker is the owner and a teacher of True Measure Advisors (TMA, LLC) which provides online courses for financial advisors. Patrick K. Tucker is the owner and a teacher of Patrick Tucker, LLC which provides online courses for entrepreneurs. Patrick K. Tucker is the owner of MOM3NTM, LLC which provides social media marketing and consultation services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kevin Tucker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 7, 2001 - Present

TRUE MEASURE WEALTH MANAGEMENT

Office #1: 144 S. 39th Street, Omaha, NE 68131

RIA

CRD#: 116265

Omaha, NE

Past

July 2, 2001 - June 18, 2007

SPECTRUM CAPITAL, LLC

CRD#: 28303

OMAHA, NE

Past

May 10, 2000 - July 5, 2001

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

September 23, 1998 - May 10, 2000

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

ST. CLOUD, MN

Past

May 17, 1996 - October 8, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 17, 1996 - October 8, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE MEASURE WEALTH MANAGEMENT

MERIDIAN | TRUE MEASURE WEALTH MANAGEMENT | MERIDIAN MANAGEMENT, INC. | MERIDIAN CAPITAL MANAGEMENT, INC.

CRD#: 116265 / SEC#: 801-60778

RIA

Registered Investment Advisory firm - (12/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(8/7/2001)

IAR

Texas
(1/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/1996

General Securities Representative Examination

Current Firm

TRUE MEASURE WEALTH MANAGEMENT

MERIDIAN | TRUE MEASURE WEALTH MANAGEMENT | MERIDIAN MANAGEMENT, INC. | MERIDIAN CAPITAL MANAGEMENT, INC.

CRD#: 116265 / SEC#: 801-60778

RIA

Registered Investment Advisory firm - (12/17/2001 Approved)

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Contact information

Main Address

144 S. 39th Street, Omaha, NE 68131

Mailing Address

Phone number

(402) 342-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE MEASURE WEALTH MANAGEMENT PART 2A & 2B BROCHURE (5/28/2025)

Regulatory assets under management

Total Number of Accounts	359
AUM (Assets Under Management)	$ 219,756,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Patrick K. Tucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kevin Tucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPECTRUM CAPITAL, LLC

CETERA INVESTMENT SERVICES LLC

GUARANTY BROKERAGE SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUE MEASURE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2000

Series 63

Date: 5/16/1996

Series 7

Date: 4/25/1996

Current Firm

TRUE MEASURE WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE MEASURE WEALTH MANAGEMENT

TRUST BUT VERIFY

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