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James Tietema

Foguth Wealth Management, LLC

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About James Tietema

James Tietema is an investment advisor representative at Foguth Wealth Management, LLC. James is a Registered Investment Advisor and holds Series 7 and Series 66 licenses. James Tietema has been in the financial services industry since 2014. James has worked with Ameriprise Financial Services, Inc., CUSO Financial Services, L.P., Securian Financial Services, Inc., and Wells Fargo Clearing Services, LLC. James Tietema is a licensed insurance agent as well. James has a variety of industry designations including the SIE designation.

Firm Information

James Tietema is currently registered with Foguth Wealth Management, LLC. Foguth Wealth Management, LLC is a Brighton, Michigan-based registered investment advisor with $236,955,954 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Foguth Wealth Management serves a client base comprised primarily of high-net-worth individuals and individuals other than high-net-worth.
Foguth Wealth Management, LLC

325 W. MAIN ST.

BRIGHTON, MI 48116

$236.96M

Assets Under Management

Not reported

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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James Tietema’s Registration & Firm History

MI

08/30/2024 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

MI

09/11/2018 - 08/03/2022

WELLS FARGO CLEARING SERVICES, LLC (HOLLAND MI)

MI

10/12/2017 - 09/06/2018

SECURIAN FINANCIAL SERVICES, INC. (Paw Paw MI)

MI

02/01/2017 - 09/15/2017

CUSO FINANCIAL SERVICES, L.P. (Grand Rapids MI)

MI

10/13/2014 - 01/04/2017

AMERIPRISE FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 12/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Tietema. Review regulatory record here.
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