Adam Reutzel, financial advisor Coralville IA
90 score

Adam Reutzel

CRD Number: 5911201
Current Firm: Advice And Planning Services

Adam Reutzel (CRD# 5911201) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 5 years of experience in the finance industry.

Similar Advisors
James Wachendorf, financial advisor Coralville IA
James C. Wachendorf
CRD# 604174
Nations Financial Group, Inc.
Score
101
Similar Advisors
Nathan Fisher, financial advisor Coralville IA
Nathan W. Fisher
CRD# 4456780
Raymond James Financial Services Advisors, Inc.
Score
100
Similar Advisors
Brian Stein, financial advisor Coralville IA
Brian G. Stein
CRD# 4117327
Morgan Stanley
Score
100
Company Name Location Dates Years
Tiaa Iowa City, IA Sep 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Iowa City, IA Sep 2014 - Current 2
Edward Jones St. Louis, MO Apr 2011 - Sep 2014 3
Aim Healthcare/reutzel Pharmacy Cedar Rapids, IA May 2009 - Apr 2011 1
Simpson College Indianola, IA Sep 2007 - Dec 2009 2
Kloubec Fisheries Amana, IA Jul 2000 - Dec 2009 9
City Of Indianola Indianola, IA May 2008 - Sep 2008 < 1
Quiznos Indianola, IA Jan 2007 - Mar 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Adam J. Reutzel
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.