Adam Rutz (CRD# 7065364) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Long Beach, CA | Sep 2022 - Current | 1 |
| Rutz's Resale | Long Beach, CA | Apr 2022 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Long Beach, CA | Nov 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Long Beach, CA | Nov 2019 - Current | 4 |
| Glory Days Sports Grille | Los Angeles, CA | Sep 2018 - Oct 2019 | 1 |
| Wells Fargo Advisors (vanhorn Financial Group) | Seal Beach, CA | Mar 2019 - Sep 2019 | < 1 |
| New York Life Insurance Co | Glendale, CA | Jan 2019 - Mar 2019 | < 1 |
| University Of California | Irvine, CA | Sep 2013 - Mar 2019 | 5 |
| Disneyland Resort | Anaheim, CA | Sep 2015 - Aug 2018 | 2 |
| Cedar Fair, LP | Buena Park, CA | May 2015 - Sep 2015 | < 1 |
| Uci Libraries | Irvine, CA | Feb 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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