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Adam Joseph Thielen III

Advisor at Virtue Capital Management, LLC — Mt. Dora, FL

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

33 years

Location

Mt. Dora, FL

Virtue Capital Management, LLC logo

Virtue Capital Management, LLC

Multi-team

Total advisors

89

Across 77 offices

Clients per advisor

64 Typical

Avg AUM per client

$225,128 Very Low

HNW client ratio

1% Very Low

About

Adam Thielen III is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Virtue Capital in 2020, he worked at LPL Financial and Invest Financial Corporation, and he has operated his own insurance agency since 2000. Virtue Capital Management, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches, combining portfolio management, financial planning, and consulting services.

Client services

Based on Virtue Capital Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Virtue Capital Management, LLC

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning

Occupation focus

Based on Virtue Capital Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fee for financial planning ranges typically from $1,000 to $15,000 depending on complexity.

Percentage

1.00% to 1.95% annually

Commissions

Certain advisory professionals may receive commissions for sale of mutual funds, insurance products, and fixed indexed annuities.

Project-based

Hourly financial planning fees generally between $100 and $300 per hour.

Subscriptions

Subscription fees may apply for some financial planning or consulting services; Technology fee of $8 per month per account; Operational support fee of $5 per month for non-VCM approved strategies.

Other

Account minimum: $1,000 Fee-only: Financial planning fees: fixed fees typically range from $1,000 to $15,000; hourly fees range from $100 to $300 per hour; subscription fees may apply for some financial planning services.

Location

See office

Mt. Dora, FL

Mt. Dora FL

Advisors at this office

1

Most active in

Florida

Work history

33 years of industry experience

Virtue Capital Management, LLC

2020 - Present • 6 years

Brentwood, TN

LPL Financial

2018 - 2019 • 1 year

Tallahassee, FL

Invest Financial Corporation

2010 - 2018 • 8 years

Tampa, FL

Adam J Thielen III, CLU, Inc.

2000 - Present • 26 years

Mt. Dora, FL

Southern Capital Brokerage Company

2000 - 2017 • 17 years

Tavares, FL

Southern Farm Bureau Group

2000 - 2017 • 17 years

Tavares, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James R

Series 63, Series 65

Tavares, FL

LSP Advisory LLC

James Randazzo is a financial advisor with LSP Advisory LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC in 2014 and LSP Advisory, LLC in 2019. In addition to advisory work, Randazzo is involved in tax consulting and preparation, life insurance and annuities sales, and Medicare planning. LSP Advisory, LLC is an independent registered investment adviser serving individuals and high-net-worth clients, managing approximately $24.8 million across nearly 100 accounts. The firm primarily uses risk-based model portfolios and third-party sub-advisers, with a focus on quantitative and qualitative evaluation of managers, and offers services in equities, fixed income, mutual funds, ETFs, structured notes, REITs, and private/alternative investments.

Private / alternative investments
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Laurore J

Series 63, Series 66

Maitland, FL

JP Law and Wealth Advisors PLLC

Laurore Jean Pierre is a financial advisor at JP Law and Wealth Advisors PLLC in Maitland, FL, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, Charles Schwab, SunTrust Bank, and Wells Fargo. Ms. Jean Pierre is also a licensed attorney and provides legal services through her firm. JP Law and Wealth Advisors offers tailored asset-allocation advice and written financial planning to individuals, charitable organizations, and small businesses. The firm combines technical and fundamental analysis with modern portfolio theory, primarily using model portfolios and third-party money managers for implementation, and operates a fixed-fee planning model without discretionary management or custody of client assets.

Options & derivatives strategies Cash flow / budgeting
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Philip F

Series 65

Apopka, FL

Polaris Financial Planning, LLC.

Philip Ferguson is the sole advisor at Polaris Financial Planning, LLC, an independent firm based in Apopka, Florida. He holds a Series 65 designation and has 25 years of industry experience, having founded Polaris Financial Planning in 2000. Outside of his advisory work, Mr. Ferguson hosts The Phil Ferguson Show, a podcast covering skepticism, atheism, investment philosophies, economics, and politics. Polaris Financial Planning provides discretionary asset management primarily for high-net-worth individual clients, employing a science-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm customizes portfolios using diversified index and mutual fund allocations selected through a proprietary model, with an emphasis on long-term holdings and occasional tactical adjustments.

Passive / index investing
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David S

CFP®, Series 65

Sorrento, FL

Apis Wealth, LLC

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

Concentrated stock management Retirement income strategy Income planning College savings (529s, UTMA, etc.) Executive
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Daniel B

CFP®, Series 63, Series 65

Apopka, FL

Victory Wealth Management, LLC

Daniel Basinger is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Victory Wealth Management, LLC since 2022. He previously worked at NorthRock Partners from 2019 to 2022 and Ameriprise Financial Services, Inc. from 2014 to 2019. He maintains a current Illinois insurance license. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of investment instruments and combines fundamental, quantitative, technical, and charting analysis within a fiduciary framework.

Options & derivatives strategies Active portfolio management
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Gregory G

Series 63, Series 65

Orlando, FL

Fund Advisors of America Inc

Gregory Galloway is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Fund Advisors of America since 1993. Fund Advisors of America provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm uses a combination of modern portfolio theory, asset allocation, and fundamental, technical, and cyclical analysis, employing a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Active portfolio management Options & derivatives strategies
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