Katie Marlo Tucker
Investment adviser representative at Vestor Capital, LLC
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Vestor Capital, LLCDec 2025 to now
- Northern TrustJul 2023 to Dec 2025
- Northern TrustJun 2022 to Aug 2022
- University of Iowa College of MedicineJun 2021 to Oct 2021
- University of IowaAug 2019 to May 2023
- Ml Group Design & DevelopmentJun 2018 to Mar 2019
- Stein MartSep 2017 to Apr 2019
- New Trier / Glenbrook North HighschoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vestor Capital, LLC
$2.3BAssets managed
1,288Clients
24Advisers
14 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
- 8215170
- Firm CRD
- 165855