David Walter Tutak
Investment adviser representative at Planning Alternatives Ltd
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Planning Alternatives LtdSep 2019 to now
- Wells Fargo Advisors Financial Network, LLCSep 2018 to Sep 2019
- Northwestern MutualAug 2016 to Dec 2016
- Oakland UniversityAug 2013 to Dec 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Planning Alternatives Ltd
$1.5BAssets managed
693Clients
10Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6695813
- Firm CRD
- 110268