Adam Landvik is a registered investment advisor at Private Advisor Group, LLC, based in Roseville, MN, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Roseville, MN
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Regulatory History (2)
Judgment / Lien
July 2018Judgment / Lien
September 2017Other 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.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Investors Financial Group
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Edward JonesBroker
State Registrations8 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.