David Scott Tucker

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 07/2018
  Sgl Financial Llc Dba Wealth Financial Advisory Services, Llc
  Buffalo Grove, IL
• 01/2015 → Present
  Scott Tucker Solutions, Inc.
  Chicago, IL
• 07/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2022 → Present
  Author Of "Escape Illinois"
  Chicago, IL
• 08/2025 → Present
  Fmt Rejuvenate Your Retirement
  Beaverton, OR

Previous Registrations

• 2015-09-11 → 2018-07-20
  Sgl Financial, Llc
  Chicago, IL

Other Businesses

1.) SCOTT TUCKER SOLUTIONS, INC.; YES INVESTMENT RELATED; 8745 W HIGGINS RD, SUITE 110, CHICAGO, IL, 60631; INSURANCE SALES; PRESIDENT & FOUNDER; START DATE 01/2015; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 2.) Author of "Escape Illinois"; Not Investment Related; 8725 W Higgins Rd, Ste 105, Chicago IL 60631; Publishing; President; Start Date: 09/2022; Approx 129 hrs/month; Approx 129 hrs/month during trading; Author. 3.) FMT Rejuvenate Your Retirement; Not Investment Related; 9450 SW Gemini Dr, PMB 19372, Beaverton OR 97008; Informational Classes; Customer; Start Date: 08/2025; Approx 2 hrs/month; Approx 2 hrs/month during trading; Conduct Informational Classes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-28

Other Names

• Scott Tucker