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Adam Joseph Thielen

Virtue Capital Management, LLC

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About Adam Joseph Thielen

Adam Thielen is an Investment Advisor Representative registered with Virtue Capital Management, LLC. Adam has a long history in the financial industry, with prior experience at LPL Financial LLC, Invest Financial Corporation, and Southern Farm Bureau Fund Distributor, Inc. Adam is also the president of Adam J Thielen III, CLU, Inc., an insurance agency. Adam specializes in portfolio management for individuals, financial planning, and educational seminars.

Firm Information

Adam Thielen is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Thielen’s Registration & Firm History

TN

03/11/2020 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

FL

02/14/2018 - 07/24/2019

LPL FINANCIAL LLC (TALLAHASSEE FL)

FL

09/23/2010 - 02/14/2018

INVEST FINANCIAL CORPORATION (TALLAHASSEE FL)

MS

09/13/2000 - 12/31/2009

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

NY

05/02/1997 - 03/24/1998

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MS

09/12/1989 - 02/19/1997

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

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Licenses & Designations

IA

Issued 04/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Adam Joseph Thielen. Review regulatory record here.
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