Adam Reutzel, financial advisor Coralville IA

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 12 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Iowa City, IA Sep 2014 - Current 9
Tiaa-cref Individual & Institutional Services, LLC Iowa City, IA Sep 2014 - Current 9
Edward Jones St. Louis, MO Apr 2011 - Sep 2014 3
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
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WY

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