James M. Tietema

FOGUTH WEALTH MANAGEMENT.

Grand Rapids, MI 49546

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CRD#: 6368404

Professional summary

James Michael Tietema, who also goes by James Michael Tietema, James Tietema, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Grand Rapids, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Michael Tietema | James Tietema

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MINDSET WRESTLING; NOT INVESTMENT RELATED; MUSKEGON,MI; INSTRUCTOR/MENTOR; START DATE 01/21/2021; NUMBER OF HOURS PER MONTH 7; NUMBER OF HOURS DURING TRADING 0; TEACHING WRESTLING TO ATHLETES. 2. Insurance Representative; Michael Foguth Financial Group; 325 W. Main St., Brighton, MI 48116; Insurance Agent; June 27, 2024; 40 trading hours per month; non-securities insurance sales (FIA, IUL, etc).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Tietema's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 30, 2024 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 4450 Cascade, S.e, Grand Rapids, MI 49546

RIA

CRD#: 327434

Grand Rapids, MI

Past

October 12, 2022 - June 21, 2024

SECURE ASSET MANAGEMENT, L.L.C.

RIA

CRD#: 144046

TROY, MI

Past

September 11, 2018 - August 3, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HOLLAND, MI

Past

September 11, 2018 - August 3, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HOLLAND, MI

Past

October 12, 2017 - September 6, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Paw Paw, MI

Past

October 12, 2017 - September 6, 2018

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Paw Paw, MI

Past

February 1, 2017 - September 15, 2017

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Grand Rapids, MI

Past

February 1, 2017 - September 15, 2017

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Grand Rapids, MI

Past

December 8, 2014 - January 4, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GRAND RAPIDS, MI

Past

October 13, 2014 - January 4, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GRAND RAPIDS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/4/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2014

General Securities Representative Examination

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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Contact information

Main Address

325 W. Main St., Brighton, MI 48116

Mailing Address

Phone number

(810) 522-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James M. Tietema

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Tietema's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURE ASSET MANAGEMENT, L.L.C.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2014

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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