Adam Polacek is a CFA-designated registered investment advisor at Planpilot, based in Chicago, IL, with 29 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 172 clients with $5.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
223 West Jackson, Suite 800, Chicago, IL, 60606
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is a managing member of Greenback6 LLC, overseeing vacant land in Idaho, and an LLC member of 1845 Mt. Moran LLC, a vacation home/investment property. These activities require minimal time and are investment-related.
Employment History
Current Registrations
Planpilot
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nuveen Securities, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Cna Investor Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.