Michael James Smith Tucker

Current Employers

Employment History

• 07/2003 → Present
  Insurance Planners & Advisors Group, Inc
  Stephenville, TX
• 09/2006 → 12/2021
  Ipa Financial Services, Inc
  Stephenville, TX
• 06/2016 → 02/2018
  Horter Investment Management
  Cincinnati, OH
• 02/2018 → 08/2018
  The Leaders Group
  Littleton, CO
• 12/2023 → Present
  Simplicity Wealth
  Summit, NJ
• 12/2021 → Present
  Tucker Financial Services, Llc.
  Fort Worth, TX
• 04/2016 → Present
  Tucker Ranch
  Stephenville, TX
• 06/2010 → 05/2024
  Tarleton State University
  Stephenville, TX
• 09/2025 → Present
  Ipa Financial Services, Inc
  Stephenville, TX

Previous Registrations

• 2018-02-27 → 2018-08-20
  Tlg Advisors, Inc.
  Stephenville, TX
  Summit, NJ
• 2016-06-20 → 2018-02-23
  Horter Investment Management, Llc
  Stephenville, TX
  Fort Worth, TX
  Cincinnati, OH
  Stephenville, TX
• 2008-05-27 → 2016-06-17
  Concourse Financial Group Securities, Inc.
  Forth Worth, TX
  Birmingham, AL
  Fort Worth, TX
  Stephenville, TX
• 2006-02-10 → 2006-03-04
  Voya Financial Advisors, Inc.
  Ft Worth, TX
  Ft Worth, TX

Other Businesses

Michael Tucker, Inc; investment-related; 4200 S. Hulen, Fort Worth, TX 76109 & 801 S. Harbin, Stephenville, TX 76401; Registered Insurance Agent/Investment Adviser Representative; 07/01/2003,approximate number of hours/month you devote to the other business-40,number of hours you devote to the other business during securities trading hours-40, Investment advisory services/insurance sales. Tucker Financial Services, Inc; investment-related; 4200 S. Hulen, Fort Worth, TX 76109 & 801 S. Harbin, Stephenville, TX 76401; Owner; 07/01/2003,approximate number of hours/month you devote to the other business-40,number of hours you devote to the other business during securities trading hours-40, Investment advisory services/insurance sales. IPA Financial Services, Inc; Investment related; 4200 S. Hulen, Suite 317 Fort Worth, TX 76109 & 801 S. Harbin, Stephenville, TX 76401; Insurance Sales; 09/09/2025; number of hours/month you devote to the other business-30; Consulting and selling fixed life insurance and annuity products, as well as LTCI. Tucker Ranch; not investment related; 5118 W FM 1188 Stephenville TX 7640, Owner; 04/01/2016,approximate number of hours/month you devote to the other business-40,number of hours you devote to the other business during securities trading hours-0, briefly describe your duties relating to the other business-Raise/Sell horses that will become future cutting horses. Duties include feeding, etc. and general ranch work on the weekends. Insurance Planners-Advisors Group, Inc; investment-related; 801 SS Harbin Drive, Stephenville TX 76401; Insurance Agency; Vice President; 07/01/2003,approximate number of hours/month you devote to the other business-130,number of hours you devote to the other business during securities trading hours-50,briefly describe your duties relating to the other business-selling Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-13
• S66 Uniform Combined State Law Examination
  2003-10-22
• S63 Uniform Securities Agent State Law Examination
  1997-12-10

Other Names

• Mike Tucker