Adam
Thielen

Virtue Capital Management, LLC

CRD#1964622
Investment Advisor
in Brentwood, TN

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About this Advisor

Adam Thielen is a financial advisor based in Brentwood, Tennessee, working with Virtue Capital Management, LLC. Adam has previously held positions 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. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Adam is part of Virtue Capital Management, LLC, which operates out of Brentwood, Tennessee. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

TN Average: $730,596,643
Total Number of Employees

110

TN Average: 15
Total Number of Accounts

6,111

TN Average: 968
Average Account Size

$128,861

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Adam Thielen Work History

2020 - Present (4 years)

Virtue Capital Management, LLC

2000 - Present (24 years)

Adam J Thielen Iii, Clu, Inc

2018 - 2019 (1 year)

Lpl Financial LLC

2010 - 2018 (8 years)

Invest Financial Corporation

2000 - 2017 (17 years)

Southern Farm Bureau Group

2000 - 2017 (17 years)

Southern Capital Brokerage Company

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

Danny Miller
Pompano Beach, FL
Brooke Huckert
Brenham, TX
John Keeley
Roanoke, VA
Justin Barwick
Saint Louis, MO
Donald Stanley
Brentwood, TN
Christopher Clay
Brentwood, TN
Kevin Smith
Orlando, FL
Michael Wurster
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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