Patrick Michael Kaiser

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:

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

Current Employers

Employment History

• 03/2004 → Present
  Patrick Kaiser
  Tinley Park, IL
• 07/2016 → 06/2019
  Virtue Capital Management, Llc Dba Moneywise Financial Group
  Nashville, TN
• 06/2019 → 08/2021
  Royal Fund Management, Llc
  Orland Park, IL
• 08/2021 → 05/2025
  Iams Wealth Management
  Omaha, NE
• 05/2025 → Present
  Tucker Asset Management
  Littleton, CO
• 08/2013 → 03/2018
  Kay Jewelers
  Littleton, CO
• 11/2011 → 12/2016
  Self Employeed
  Littleton, CO
• 10/2016 → 12/2017
  Gleam Car Wash
  Denver, CO
• 09/2015 → 10/2016
  Brokers Choice Of America
  Englewood, CO

Previous Registrations

• 2021-08-17 → 2025-05-20
  Iams Wealth Management, Llc
  Omaha, NE
  Omaha, NE
  Orland Park, IL
• 2019-06-27 → 2021-08-13
  Royal Fund Management, Llc
  Orland Park, IL
  Lady Lake, FL
• 2016-08-16 → 2019-07-01
  Virtue Capital Management, Llc
  Orland Park, IL
  Brentwood, TN
• 2013-11-12 → 2016-08-17
  Brookstone Capital Management Llc
  Tinley Park, IL
  Wheaton, IL
  Orland Park, IL
• 2011-07-18 → 2011-12-31
  Cambridge Investment Research Advisors, Inc.
  Tinley Park, IL
• 2009-05-01 → 2011-03-16
  World Equity Group, Inc.
  Wheaton, IL
  Tinley Park, IL
• 2005-04-14 → 2007-06-29
  Workman Securities Corporation
  Tinley Park, IL
  Tinley Park, IL
• 2003-01-24 → 2004-12-31
  Vsr Financial Services, Inc.
  Oak Forest, IL
• 1998-09-16 → 2003-02-07
  The Masters, Inc.
  Midlothian, IL

Other Businesses

1)INDEPENDENT INSURANCE AGENT; TINLEY PARK, IL; INVESTMENT RELATED; ANNUITIES, LIFE AND HEALTH INSURANCE PRODUCTS, PHYSICAL GOLD AND SILVER THROUGH NATIONAL GOLD CONSULTANTS; 30 HRS PER MONTH; 15 DURING SECURITIES TRADING HOURS; 2004-PRESENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-11
• S63 Uniform Securities Agent State Law Examination
  1992-05-19

Designations

• Chartered Financial Consultant