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Adam Laurence Tuttle

VALMARK ADVISERS
Mason, MI
·CRD# 6468478·11 years experience

Professional Summary

Adam Laurence Tuttle, who also goes by Adam Laurence Tuttle, Adam Tuttle, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mason, Michigan and VALMARK SECURITIES, INC. located in Mason, Michigan. Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Adam has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 51 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Adam Laurence Tuttle, Adam Tuttle

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

VALMARK ADVISERS, INC.·CRD# 108050
RIA
140 E. Ash Street, Mason, MI 48854
June 17, 2020 - Present
VALMARK SECURITIES, INC.·CRD# 31243
BD
140 E. Ash Street, Mason, MI 48854
May 19, 2020 - Present
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Dublin, OH
April 30, 2015 - May 20, 2020

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Current Firm

VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Phone Number

(800) 765-5201

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,881

AUM (Assets Under Management)

$10,166,311,019

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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.) TUT, LLC, 140 E Ash St, Mason, MI 48854; Advisory through Valmark FG, LLC for tax purposes; Sole Owner; YES Investment Related; Start Date 7/2/2020; 40+ hrs. per month; Valmark commissions go to LLC and then pays me a salary & distributions taken /// 2.)Chelsea Ridge Homeowner's Association; Chelsea, MI; Board member of homeowners association; start 11/2022; not investment related; no compensation.

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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".
VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Alabama
(8/19/2026)
RR
Arizona
(7/28/2022)
IAR
Arizona
(8/4/2022)
RR
California
(7/21/2020)
IAR
California
(7/30/2020)
RR
Colorado
(7/28/2022)
IAR
Florida
(1/26/2022)
RR
Florida
(7/28/2022)
IAR
Illinois
(6/23/2021)
IAR
Indiana
(4/13/2021)
RR
Indiana
(9/27/2021)
RR
Maryland
(3/7/2024)
RR
Michigan
(5/19/2020)
IAR
Michigan
(6/17/2020)
IAR
Minnesota
(4/7/2022)
RR
Minnesota
(3/7/2024)
IAR
Nebraska
(9/17/2024)
RR
New York
(3/7/2024)
IAR
North Carolina
(2/10/2021)
RR
North Carolina
(2/27/2024)
IAR
Ohio
(7/7/2020)
RR
Ohio
(11/24/2020)
RR
Oregon
(1/12/2024)
IAR
Pennsylvania
(3/31/2021)
RR
Pennsylvania
(3/7/2024)
RR
South Carolina
(3/7/2024)
RR
Texas
(6/27/2023)
IAR
Texas
(6/27/2023)
RR
Washington
(3/7/2024)
RR
Wisconsin
(3/14/2025)
IAR
Wisconsin
(3/17/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2015About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2016About the Series 51 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Aug 2015About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Adam Laurence Tuttle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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