AT
Adam L. Tuttle
VALMARK ADVISERS
Mason, MI 48854
Some features on this profile are disabled
CRD#: 6468478
AT
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 Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam Laurence Tuttle | Adam Tuttle
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.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Laurence Tuttle's 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®
NoneExperience
Current
June 17, 2020 - Present
VALMARK ADVISERS, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854RIA
CRD#: 108050
Mason, MI
Current
May 19, 2020 - Present
VALMARK SECURITIES, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854BD
CRD#: 31243
Mason, MI
Past
April 30, 2015 - May 20, 2020
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
DUBLIN, OH
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 - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
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.
