Advisor at Buck Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buck Wealth Strategies, LLC
Location
Denver, CO 80237
Credentials
Series 63, Series 66
Industry experience
3 years
Jacob Myers is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and United Parcel Service. Outside of his advisory role, Myers is also active as a residential real estate agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment process focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
4600 S. Syracuse Street, Suite 650
Denver, CO 80237
Colorado
Buck Wealth Strategies, LLC
2025 - Present (1 year)
Madison Avenue Securities
2025 - Present (1 year)
Buck Financial Services
2025 - Present (1 year)
Tiaa
2022 - 2025 (3 years)
TIAA-CREF
2022 - 2025 (3 years)
United Parcel Service
2021 - 2022 (1 year)
Swan Realty Group
2021 - 2023 (2 years)
Metropolitan State University of Denver
2017 - 2021 (4 years)
Tony Rigatoni's Italian Restaurant
2016 - 2021 (5 years)
Green Mountain High School
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")