Tait Michael Mcgowan

Employer firm

Buck Wealth Strategies, LLC CRD 322138

$1.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 01/2021 → 05/2021
  Signpost
  Denver, CO
• 06/2021 → 02/2023
  Udemy
  Denver, CO
• 02/2023 → 05/2024
  Agility Recovery
  Denver, CO
• 06/2024 → Present
  E.A. Buck Financial Services
  Denver, CO
• 01/2015 → 05/2020
  University Of Nebraska
  Lincoln, NE
• 05/2017 → 08/2017
  Parry'S Pizza
  Northglenn, CO
• 05/2017 → 08/2017
  A Precious Child
  Broomfield, CO
• 08/2017 → 05/2018
  Localanyday
  Lincoln, NE
• 05/2019 → 12/2019
  Spreetail
  Lincoln, NE
• 06/2020 → 12/2020
  Unemployed
  Denver, CO
• 05/2017 → 08/2017
  Vitalcare
  Westminster, CO
• 06/2024 → Present
  Madison Avenue Securities
  San Diego, CA
• 08/2018 → 05/2019
  Kana Systems
  Lincoln, NE
• 05/2015 → 09/2017
  Broadlands Golf Course
  Broomfield, CO

Other Businesses

1.) Name: Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Investment and Insurance Sales; Position: Employee; Hours Per Week: 40 Hours 2.) Name: Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Registered Investment Adviser engaged in asset management services; Position: Investment Advisor Representative; Hours Per Week: 40 Hours 3.) Name: E.A. Buck Insurance; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hours Per Week: 40 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-30