AC
AC

Adam Chudde

17 Years of Experience
Miamisburg, OH
BrokerSells Insurance

Adam Chudde is a registered investment advisor, based in Miamisburg, OH, with 17 years of industry experience.

Location

10050 Innovation Dr, Suite 130, Miamisburg, OH, 45342

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam is the President and Owner of Chudde Wealth Management, LLC, a DBA for business done through Cantella and Rightwealth Advisors, dedicating minimal time. He is also an insurance agent and a managing partner in a real estate holding company, spending minimal time on insurance and about a quarter of his time on the real estate company.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2022 - Present · 3 yrs 5 mos
Purshe Kaplan Sterling Investments
December 2022 - Present · 3 yrs 5 mos
Rightwealth Advisors, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Cantella & CO., INC.Broker
March 2018 - December 2022 · 4 yrs 9 mos
Invest Capital Partners
April 2017 - May 2019 · 2 yrs 1 mo
Harbor Financial Services, LLCBroker
March 2017 - March 2018 · 1 yr
Wells Fargo Advisors Financial Network, LLC
March 2011 - April 2017 · 6 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
March 2011 - April 2017 · 6 yrs 1 mo
Wells Fargo Advisors, LLC
February 2009 - March 2011 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
December 2008 - March 2011 · 2 yrs 3 mos
State Registrations10 states
CACOFLILMINCNHNYOHWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Chudde - Financial Advisor | TrueAdvisor