Tucker Fahlen

Wealth Advisor @Waypointe Wealth Advisors

Grand Rapids, MI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Wealth Advisor @Waypointe Wealth Advisors

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Grand Rapids, MI, US

I own and operate Waypointe Wealth Advisors, a full service financial advisory firm. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

EDUCATION

2011 — 2015

Taylor University

Business Administration and Management, Minor in Spanish

2013 — 2013

Latin American Studies Program - San Jose, Costa Rica

International Business and Spanish Language

ABOUT TUCKER FAHLEN

I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. As a Embark Financial Partners Wealth Advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey. Securities and Investment Advisory Services offered through LPL Financial, Broker/Dealer, Member FINRA and SIPC and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which LPL Financial has sales arrangements. Embark Financial Partners is a name used by independent advisors associated with LPL Financial.

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Tucker Fahlen — Wealth Advisor at Waypointe Wealth Advisors in Grand Rapids, MI, US | Unifers