Arielle Rich Tucker
CFP®Professional Summary
Arielle Rich Tucker, CFP®, who also goes by Arielle Elise Rich, is a registered financial advisor currently at MINDFUL WEALTH. Arielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Arielle has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Cashflow & Budgeting
- Estate & Legacy Planning
- Education Funding
Other Aliases
Arielle Elise Rich
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Current Firm
CONNECTED FINANCIAL PLANNING | MINDFUL WEALTH PLANNING LLC | MINDFUL WEALTH LLC | MINDFUL WEALTH
Contact Information
Main Address
5431 Chippewa St, St. Louis, MO 63109Mailing Address
2767 Mead Ave, St. Cloud, FL 34771Phone Number
(407) 508-9908# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
145AUM (Assets Under Management)
$36,430,974Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
State Registrations and Notice Filings
(10/31/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Arielle Rich Tucker's CRS (Customer Relationship Summary).
Services Offered by Arielle
- Cashflow & Budgeting
- Estate & Legacy Planning
- Education Funding
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
