Tait Michael Mcgowan
Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Buck Wealth Strategies, LLCOct 2025 to now
- E.A. Buck Financial ServicesJun 2024 to now
- Madison Avenue SecuritiesJun 2024 to now
- Agility RecoveryFeb 2023 to May 2024
- UdemyJun 2021 to Feb 2023
- SignpostJan 2021 to May 2021
- UnemployedJun 2020 to Dec 2020
- SpreetailMay 2019 to Dec 2019
- Kana SystemsAug 2018 to May 2019
- LocalanydayAug 2017 to May 2018
- A Precious ChildMay 2017 to Aug 2017
- Parry's PizzaMay 2017 to Aug 2017
- VitalcareMay 2017 to Aug 2017
- Broadlands Golf CourseMay 2015 to Sep 2017
- University of NebraskaJan 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7940424
- Firm CRD
- 322138