Adam Chase Fitch

5701 North High Street Suite 100, Worthington, OH 43085 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-05-19
TX	RA	APPROVED	2025-05-19

Branch Locations

5701 N High St #100, Worthington, OH 43085 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Milwaukee	WI	07/2016	12/2017
Northwestern Mutual Investment Services Llc	Colorado Spgs	CO	07/2016	12/2017
Northwestern Mutual Wealth Management Company	Milwaukee	WI	08/2017	12/2017
United Sates Air Force Academy	Air Force Academy	CO	01/2018	09/2018
Rt Specialty	Tampa	FL	09/2018	11/2024
Bolt Financial Group, Llc	Worthington	OH	11/2024	03/2026
Balance Wealth	Worthington	OH	05/2025	Present

07/2016 → 12/2017

Northwestern Mutual Life Insurance Company

Milwaukee, WI
07/2016 → 12/2017

Northwestern Mutual Investment Services Llc

Colorado Spgs, CO
08/2017 → 12/2017

Northwestern Mutual Wealth Management Company

Milwaukee, WI
01/2018 → 09/2018

United Sates Air Force Academy

Air Force Academy, CO
09/2018 → 11/2024

Rt Specialty

Tampa, FL
11/2024 → 03/2026

Bolt Financial Group, Llc

Worthington, OH
05/2025 → Present

Balance Wealth

Worthington, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-30
S63	Uniform Securities Agent State Law Examination	2017-05-22

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