Kevin Tucker is a CFP-designated registered investment advisor at Proactive Capital Management, INC., based in Topeka, KS, with 46 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 272 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
1414 SW Ashworth Place, Suite 200, Topeka, KS, 66604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin owns a residential rental property since 2009, which he rents to his daughter. He also serves as a board member for Most Pure Heart of Mary Catholic Church Foundation since 2013 and Catholic Foundation of Northeast Kansas since 2017, dedicating minimal time to each.
Employment History
Current Registrations
Proactive Capital Management, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Tucker Financial Services
Securities America, INC.Broker
Reeves and Company, Investments and Securities, INC.Broker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations1 state
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