ChFC

Adam Thielen

32 Years of Experience

1 DisclosureSells Insurance

Adam Thielen is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 32 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.

Virtue Capital Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

89 advisors

Number of Clients

4,294 clients

Average Client Portfolio

$281K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1K

Investment management only (planning not offered)

VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.

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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History (1)

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Criminal

January 1983

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam is the President of Adam J Thielen III, CLU, Inc., an insurance agency, since 2000. This takes about half of his time, including during trading hours.

Employment History

Current Registrations

Virtue Capital Management, LLC

March 2020 - Present · 6 yrs 1 mo

Previous Registrations

LPL Financial LLC

April 2018 - July 2019 · 1 yr 3 mos

LPL Financial LLCBroker

February 2018 - July 2019 · 1 yr 5 mos

Invest Financial CorporationBroker

September 2010 - February 2018 · 7 yrs 5 mos

Southern Farm Bureau Fund Distributor, INC.Broker

September 2000 - December 2009 · 9 yrs 3 mos

Liberty Securities CorporationBroker

May 1997 - March 1998 · 10 mos

Southern Farm Bureau Fund Distributor, INC.Broker

September 1989 - February 1997 · 7 yrs 5 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.