Matt William Tucker

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/1995 → 06/2021
  Ubs Financial Services Inc.
  Kansas City, MO
• 06/2021 → 08/2024
  Sanctuary Securities, Inc.
  Leawood, KS
• 06/2021 → 08/2024
  Sanctuary Advisors, Llc
  Leawood, KS
• 08/2024 → Present
  Baird
  Kansas City, MO

Previous Registrations

• 2021-06-04 → 2024-08-19
  Sanctuary Advisors, Llc
  Overland Park, KS
  Miami, FL
  Leawood, KS
  Leawood, KS
  Lawrence, KS
• 1996-02-01 → 2021-06-25
  Ubs Financial Services Inc.
  Kansas City, MO
  Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-11
• S63 Uniform Securities Agent State Law Examination
  1995-08-28

Designations

• Certified Financial Planner

Other Names

• Matthew Tucker
• Matt W Tucker