Donna R Barnhill
Investment Adviser Representative at Tucker Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donna R. Barnhill is an investment adviser representative with Tucker Asset Management LLC in Georgetown, KY, where they have been registered since 2022. They have worked in the securities industry since 2014 and were previously registered with Transamerica Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Kentucky.
Registrations & licenses
- Investment adviser:
- Kentucky
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncAug 2014 – Aug 2022Lexington, KY
- World Financial Group, Inc.Jan 2013 – no end date reportedLexington, KY
- Bookworm Bookkeeping Services, LLCJan 2011 – no end date reportedGeorgetown, KY
- MSI Financial Group, IncJun 2016 – May 2022Lexington, KY
- CE & DB Enterprise, LLCFeb 2019 – Jun 2020Georgetown, KY
- MSI Financial Group, IncJun 2017 – May 2022Lexington, KY
- One Life America, IncSep 2020 – no end date reportedGeorgetown, KY
- Tucker Asset Management LLCAug 2022 – no end date reportedLittleton, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tucker Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
RIA back-office compliance, investment management (including proprietary mathematically-driven models), technology, marketing, operational support, events, and compliance services, as well as business development and personalized advisory support.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 60
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Littleton, CO
- SEC file number:
- 801-107110
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donna R Barnhill has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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