AK
AK

Adam Reid Kilker

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
Loading...

Location

11440 Olive Blvd, Suite 250, St. Louis, MO, 63141

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Adam works as an assistant to Jim Wood at Premier Financial Partners and as an advisor providing fixed insurance products to clients. He also works as an Investment Advisor Representative for NWF Advisory Services Inc., providing financial planning services; this takes about half of Adam's time.

Employment History
Current Registrations
Nwf Advisory Services INC
June 2024 - Present · 1 yr 8 mos
Osaic Wealth, INC.
July 2011 - Present · 14 yrs 7 mos
Osaic Wealth, INC.Broker
June 2009 - Present · 16 yrs 8 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.