Adam Noah Landvik

Private Advisor Group, LLC

24 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Private Advisor Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

730 advisors

Number of Clients

131,206 clients

Average Client Portfolio

$284K average

Assets Under Management

$37.3B

Fee Structure

Location

Roseville, MN

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

July 2018

Judgment / Lien

September 2017

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Other Business Activities

Adam is a registered investment advisor with Investors Financial Group, LLC since 2013, spending about 20% of his time there. Since March 2022, he also provides investment advisory services through Private Advisor Group, LLC, using DBAs Landvik Financial and Investors Financial Group, dedicating full-time hours to these activities.