Paul Tuttle (CRD# 6773774) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Minneapolis, MN | Aug 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Aug 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Southampton, NY | Mar 2017 - Aug 2022 | 5 |
| N/a | Manorville, NY | Feb 2017 - Mar 2017 | < 1 |
| Munistat Services, Inc. | Port Jefferson Station, NY | Nov 2015 - Jan 2017 | 1 |
| N/a | Manorville, NY | Jan 2015 - Nov 2015 | < 1 |
| Rcl Advisors | New York, NY | Dec 2014 - Jan 2015 | < 1 |
| Frisch Financial Group | Melville, NY | Oct 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NY
- WI
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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