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JT
JT

James Tietema

Foguth Wealth Management, LLC.
10 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Foguth Wealth Management, LLC.
Compensation
Fee-Only (AUM)
Firm Size
32 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$281K average
Assets Under Management
$439.6M

Fee Structure

Financial Planning:Included in AUM fee

Location

325 W. Main St., Brighton, MI, 48116

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History

Regulatory History (1)
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Criminal
July 2013
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is an instructor/mentor at Mindset Wrestling, teaching wrestling to athletes, dedicating a few hours per week. He is also an insurance agent with Michael Foguth Financial Group, focusing on non-securities insurance sales, which takes about a quarter of his time.

Employment History
Current Registrations
Foguth Wealth Management, LLC.
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Secure Asset Management, L.L.C.
October 2022 - June 2024 · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - August 2022 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLC
September 2018 - August 2022 · 3 yrs 11 mos
Securian Financial Services, INC.Broker
October 2017 - September 2018 · 11 mos
Securian Financial Services, INC.
October 2017 - September 2018 · 11 mos
Cuso Financial Services, L.P.Broker
February 2017 - September 2017 · 7 mos
Cuso Financial Services, L.P.
February 2017 - September 2017 · 7 mos
Ameriprise Financial Services, INC.
December 2014 - January 2017 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2014 - January 2017 · 2 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
James Tietema - Financial Advisor | TrueAdvisor