Adam ReutzelCRD 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 6 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Tiaa||Iowa City, IA||Sep 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Iowa City, IA||Sep 2014 - Current||3|
|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|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV