Bruce M Tuckey Email and Phone Number
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My passion lies in empowering financial advisors to thrive in their practices, guiding them toward optimal broker-dealer partnerships, and facilitating the growth of both their clients' portfolios and their businesses. With a background rooted in accounting, my journey into Wealth Management began through a recommendation from a close friend and colleague who excelled as a Financial Advisor. Witnessing his remarkable success, I made the leap into this exciting field, driven by the prospect of new challenges and opportunities for growth.My path eventually led me to Avantax, a move facilitated by a trusted Third-Party Recruiter who recognized my potential to contribute to their team. As a recruiter for the Great Lakes Region, I am committed to helping professionals find their perfect fit within the Wealth Management landscape, emphasizing the importance of cultural alignment and financial stability when choosing their next broker-dealer.Throughout my tenure in Wealth Management, I've embraced a philosophy of continuous learning, becoming an avid student of the economy and financial markets. This journey has endowed me with invaluable insights, enabling me to make more informed investment decisions and navigate the complexities of the industry with confidence.**Nonselling/Administrative Only: Does not work with members of the general public or present/discuss investments, investment strategies or provide advisory services to members of the general public.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org)(www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Please visit www.avantax.com/social_policy for more information.
Avantax®
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Regional Director, Recruiting - Great Lakes RegionAvantax® Mar 2023 - PresentDallas, Texas, UsAt Avantax we believe that every financial professional, from CPAs to EAs to CFPs, possesses the power to provide comprehensive tax-smart financial advice. I have been specifically hired to help professionals build a wealth management practice through their affiliation with Avantax.I approach professionals like you who I believe are ready to expand their career goals, drive growth in their business, and become an active and engaged member of our Avantax family and community. I will support you each and every step of the way – from helping you realize your earnings potential, to leading you and your firm through proven methods proprietary to Avantax, to introducing you to advisors just like you who have taken this important step.For over 30 years, Avantax has helped thousands of advisors follow their paths to independence. I’ve found that the advisors I work with share several common traits; reliability, accountability, an entrepreneurial spirit, and a dedication to their local community - but putting their clients’ experience first remains their number one goal.Let me as an Avantax Regional Director help you take that next step. If you’d like to know more about becoming an Avantax Advisor, and how I can help, contact me at (248) 505-0401 or reach out to me via email at Bruce.Tuckey@Avantax.com. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services. Insurance services offered through licensed agents of Avantax Insurance Agency LLC and Avantax Insurance Services, Inc.; 972-870-6000; Headquarters are currently located at 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. -
Financial AdvisorPnc Investments Aug 2021 - Mar 2023
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Wealth ManagerLpl Financial Llc Sep 2020 - Aug 2021I am an Advisor with Michigan Retirement Advisors in Bloomfield Hills, MichiganWe offer financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, UIT's, 529 plans, annuities, REIT's, life insurance, disability insurance, long-term care insurance, 401(k)'s, corporate benefits, stock option planning, tax preparation, budgeting, and much, much more. I have been FINRA licensed since 1991.
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Vp, Recruiting - Southeast And Great Lakes RegionFsc Securities Apr 2019 - Sep 2020Atlanta, Georgia, UsRecruiter of Financial Advisors in the 14 States from Wisconsin to Florida -
Regional Director, Business DevelopmentLpl Financial Llc May 2011 - Apr 2019External recruiter of financial advisors to LPL in the States of Michigan and Indiana.
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Regional DirectorMulti-Funds, Inc. Dec 2010 - Jun 2011External Wholesaler covering the States of Michigan and Ohio. Represent American Independence Funds, Catalyst Funds, Compass EMP Funds, and Empiric Funds.
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Regional Marketing DirectorLincoln Financial Distributors Jul 2009 - Aug 2010Radnor, Pa, UsExternal Wholesaler covering all channels in Michigan and Indiana. Representing our Long Term Care Insurance Product called MoneyGuard Reserve. -
Regional Vice President - Asset ManagementRiversouce Investments Dec 1993 - May 2009- External Wholesaler covering Wires, Regionals & Independents- Territory included Michigan, Indiana and Eastern Canada- Products included Mutual Funds, SMA Wrap, & Variable Annuities- RiverSource acquired Seligman Advisors in November 2008- My position was eliminated, along with many others, in a reorganization and staff reduction in May 2009
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Managing Director - SalesJ&W Seligman Dec 1993 - Dec 2008Us -
Financial ConsultantMerrill Lynch Sep 1991 - Dec 1993New York, Ny, Us- Targeted the retirement assets of individuals and businesses- Emphasized financial planning and asset allocation, using a consultantive selling approach -
Vice President Of Finance And Chief Financial OfficerComp-U-Check, Inc. Jul 1988 - Aug 1991- Supervised the accounting, data processing, collections, customer service, personnel and printing departments.- Prepared and filed quarterly and annual reports with the SEC.- Prepared and analyzed financial statements and forcasts.- Coordinated legal, risk/cash management, and fringe benefit activties.- Prepared and filed tax returns wth the IRS.
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Vice President Of FinanceVideo Trend, Inc. Jan 1986 - Jul 1988- Supervised the accounting, billing, data processing, and personnel departments.- Coordinated legal and fringe benefit activities.- Prepared and analyzed financial statemets and forcasts.- Prepared and filed tax returns with the IRS.
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Vice President Of Finance And Chief Financial OfficerComp-U-Check, Inc. May 1983 - Sep 1985- This was my first of two times that I worked for Comp-U-Check.- See the 1988 to 1991 position for my job description.
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In-Charge AuditorPlante & Moran Jan 1980 - May 1983Southfield, Michigan, Us- Supervised the audit and tax work performed for clients.- Experience with SEC, manufacturing, service, hospital and municipal clients. - Had internships with the Tax Department and Management Consulting Department.
Bruce M Tuckey Education Details
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Michigan State UniversityAccounting -
University Of Michigan-DearbornMba - Finance -
Cass City High SchoolCollege Prep
Frequently Asked Questions about Bruce M Tuckey
What company does Bruce M Tuckey work for?
Bruce M Tuckey works for Avantax®
What is Bruce M Tuckey's role at the current company?
Bruce M Tuckey's current role is Strategic Wealth Management Solutions for Financial Professionals in the Great Lakes Region | Regional Director | Recruiting.
What is Bruce M Tuckey's email address?
Bruce M Tuckey's email address is br****@****pnc.com
What is Bruce M Tuckey's direct phone number?
Bruce M Tuckey's direct phone number is +124850*****
What schools did Bruce M Tuckey attend?
Bruce M Tuckey attended Michigan State University, University Of Michigan-Dearborn, Cass City High School.
What are some of Bruce M Tuckey's interests?
Bruce M Tuckey has interest in Family, Investing, Snow Skiing, Weight Lifting, Golf, Travel.
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