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Dan Tucker
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Finance
Perfil
Daniel Allen Tucker formerly worked at IDS Life Insurance Co., as Principal, QA3 Financial Corp., as Principal, Osaic Wealth, Inc., as Principal, Credit Agricole Securities (USA), Inc., as Principal, Assist Investment Management Co., Inc., as Principal, Securities America, Inc., as Principal, Mariner Wealth Advisors-Omaha LLC, as President & Senior Wealth Advisor from 2002 to 2023, and American Express Financial Advisors, Inc., as Principal.
Antiguos cargos conocidos de Dan Tucker.
| Empresas | Cargo | Fin |
|---|---|---|
IDS Life Insurance Co.
 IDS Life Insurance Co. Insurance Brokers/ServicesFinance Provides insurance services | Corporate Officer/Principal | - |
Osaic Wealth, Inc.
 Osaic Wealth, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Securities America, Inc.
 Securities America, Inc. Investment Banks/BrokersFinance Provides securities broking and dealing services | Corporate Officer/Principal | - |
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
IDS Life Insurance Co.
IDS Life Insurance Co. Insurance Brokers/ServicesFinance Provides insurance services | Finance |
QA3 Financial Corp.
 QA3 Financial Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Osaic Wealth, Inc.
Osaic Wealth, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Assist Investment Management Co., Inc.
 Assist Investment Management Co., Inc. Investment ManagersFinance Provides investment advice and financial planning services | Finance |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Provides securities broking and dealing services | Finance |
Mariner Wealth Advisors-Omaha LLC
 Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance MWA employs an active capital allocation style with a combination of fundamental and technical analysis. Their goal is to increase risk in portfolios when the risk-to-reward relationship is positive and reduce risk when the risk-to-reward relationship turns negative. The firm analyzes the global markets with a top-down investment approach to determine where the best values are, and which markets are likely to show strong performance. MWA’s insights from fundamental and technical analysis are overlaid on their capital allocation grid. This determines the stock-to-bond-to-cash ratio for each of their investment strategies. The firm strives to add alpha through asset class rotation and security selection. | Finance |
American Express Financial Advisors, Inc. |
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