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Leonard Stanley Bodnar

Tucker Asset Management LLC

Littleton, CO

Lancaster, PA

CRD 6243765

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Employer firm

Tucker Asset Management LLC CRD 174844

$604M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Tucker Asset Management Llc

1520 West Canal Court Suite 100, Littleton, CO 80120 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-01
  • PA RA
    APPROVED
    Since 2022-09-01

Branch Locations

1520 West Canal Court Suite 100, Littleton, CO 80120 • United States

1630 Manheim Pike Suite One, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Lancaster PA 01/2014 08/2022
Primerica Financial Services Lancaster PA 12/2012 08/2022
Power Concepts, Inc. Forestville MD 02/1984 05/2020
Tucker Asset Management Llc Littleton CO 08/2022 Present
  • 01/2014 → 08/2022
    Lancaster, PA
  • 12/2012 → 08/2022
    Primerica Financial Services
    Lancaster, PA
  • 02/1984 → 05/2020
    Power Concepts, Inc.
    Forestville, MD
  • 08/2022 → Present
    Littleton, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-20
S63 Uniform Securities Agent State Law Examination 2014-03-17
  • S65 Uniform Investment Adviser Law Examination
    2021-09-20
  • S63 Uniform Securities Agent State Law Examination
    2014-03-17

View on SEC IAPD

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