Best Investors Account Sign in
Inactive

David Walter Tutak

Planning Alternatives Ltd

Birmingham, MI

Claim This Profile
Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-16
  • MI RA
    APPROVED
    Since 2026-03-16

Branch Locations

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Birmingham MI 09/2018 09/2019
Oakland University Rochester Hills MI 08/2013 12/2018
Northwestern Mutual Troy MI 08/2016 12/2016
Planning Alternatives Ltd Bloomfield Hills MI 09/2019 02/2026
Planning Alternatives Ltd Birmingham MI 02/2026 Present
  • 09/2018 → 09/2019
    Wells Fargo Advisors Financial Network, Llc
    Birmingham, MI
  • 08/2013 → 12/2018
    Oakland University
    Rochester Hills, MI
  • 08/2016 → 12/2016
    Northwestern Mutual
    Troy, MI
  • 09/2019 → 02/2026
    Planning Alternatives Ltd
    Bloomfield Hills, MI
  • 02/2026 → Present
    Planning Alternatives Ltd
    Birmingham, MI
Designations
Other Names
  • David Tutak

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

More in Birmingham, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor