Thomas Tuttle, financial advisor Waukesha WI
93 score

Thomas Tuttle

CRD Number: 4611041
Current Firm: Provident Trust Company

Thomas Tuttle (CRD# 4611041) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Provident Trust Company Waukesha, WI Dec 2010 - Current 5
The Private Bank, N.a. Milwaukee, WI Aug 2004 - Dec 2010 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Thomas N. Tuttle
Phone Number: 262-521-2300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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