Michelle Heidi Tucker

Employer firm

Chicago Partners Investment Group LLC CRD 147662

$7.47B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• 401K PLAN OPTION REVIEW & MONITORING

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

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

Current Employers

Employment History

• 01/1991 → Present
  Sterling & Tucker
  Honolulu, HI
• 05/2007 → Present
  3D Wealth Advisors, Inc.
  Honolulu, HI
• 01/1991 → 12/2017
  Sterling & Tucker, Inc.
  Honolulu, HI
• 01/2020 → Present
  Chicago Partners Investment Group Llc
  Honolulu, HI

Previous Registrations

• 2020-02-12 → 2021-12-31
  Chicago Partners Investment Group Llc
  Honolulu, HI
  Chicago, IL
• 2008-10-24 → 2020-02-06
  3D Wealth Advisors, Inc.
  Honolulu, HI
  Honolulu, HI
• 2002-02-15 → 2007-12-27
  Wealthcare Financial Services Of Hawaii, Llc
  Honolulu, HI

Other Businesses

Sterling & Tucker, LLP 201 Merchant St #950 Honolulu, HI 96813 Estate Planning Law Firm Started 1/1/91 12 Hours per Work No hours during market trading hours, only meets with existing clients.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-14
• S63 Uniform Securities Agent State Law Examination
  1999-07-12

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Michelle Friedheim
• Michelle Tucker-Friedheim
• Michelle Tucker