Best Investors
Account
Sign in
Best Investors
Account
Sign in
Senior Tax Advisory Group, Inc. CRD 318058
$123M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6775 Rangewood Dr., Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-02-22 |
Branch Locations
1607 Cy Ave #103, Casper, WY 82604 • United States
6775 Rangewood Dr., Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Asset Management Llc | Littleton | CO | 03/2016 | Present |
| Retirement Resources | Casper | WY | 01/1982 | Present |
| Senior Tax Advisory Group, Inc. | Casper | WY | 02/2024 | Present |
Retirement Resources, Investment Related, Casper, WY, Insurance, Owner/Partner since 01/2000, approximately 150 hours/month during securities trading hours.
Reach out to this advisor