Adam
Thielen
Virtue Capital Management, LLC
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About this Advisor
Adam Thielen is a chartered financial consultant operating out of Tallahassee, Florida with a total of 3 years of industry experience. Thielen is currently employed by Virtue Capital Management, LLC. Throughout their career, they have worked at Southern Farm Bureau Group, Southern Capital Brokerage Company, Invest Financial Corporation, Lpl Financial LLC, Virtue Capital Management, LLC and Adam J Thielen Iii, Clu, Inc. Thielen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Virtue Capital Management, LLC is a company that has its headquarters in Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 financial advisors. It handles $941 million in assets under management among its 8,035 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 8,035 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely vary depending on the services. Fees billed by Virtue Capital Management, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Adam Thielen Work History
Adam has been registered as a financial advisor for 3 years.*
Virtue Capital Management, LLC
Adam J Thielen Iii, Clu, Inc
Lpl Financial LLC
Invest Financial Corporation
Southern Farm Bureau Group
Southern Capital Brokerage Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Thielen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Virtue Capital Management, LLC
Brentwood, TN
Pompano Beach, FL
Brentwood, TN
Brentwood, TN
Orlando, FL
Aberdeen, NC
Brentwood, TN
Butler, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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