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Adam Laurence Tuttle

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

140 E. Ash Street, Mason, MI, 48854

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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.

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Other Business Activities

Adam is the sole owner of TUT, LLC, which receives Valmark commissions and pays him a salary and distributions; this takes about a quarter of his time. He is also a board member of Chelsea Ridge Homeowner's Association, which is not investment-related and uncompensated.

Employment History
Current Registrations
Valmark Advisers, INC.
June 2020 - Present · 5 yrs 8 mos
Valmark Securities, INC.Broker
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Allstate Financial Services, LLCBroker
April 2015 - May 2020 · 5 yrs 1 mo
State Registrations19 states
AZCACOFLILINMDMIMNNCNENYOHORPASCTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.