Adam J. Reugh
Professional summary
Adam Joel Reugh, CFP® was a registered financial advisor .
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Adam had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
September 30, 2025 - Present
Office #1: 75-170 Hualalai Rd, Suite C209, Kailua-kona, HI 96740
March 31, 2015 - October 31, 2025
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
April 16, 2013 - June 17, 2015
ICM ASSET MANAGEMENT INC
January 13, 2011 - April 30, 2012
MUTUAL OF AMERICA SECURITIES LLC
January 13, 2011 - April 30, 2012
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
November 3, 2009 - January 6, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2025)
Exams
Current firm
No current employment
Red Flags
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