Adam Gregory Provance

Commonwealth Financial Network

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Commonwealth Financial Network

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3151 advisors

Number of Clients

399,450 clients

Average Client Portfolio

$525K average

Assets Under Management

$209.7B

Fee Structure

Minimum Investment:$1K

Location

950 Essington Road, Suite 2A, Joliet, IL, 60435

Get directions

History

Regulatory History (1)

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.

Customer Dispute

May 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam sells fixed insurance, coaches basketball, is a co-owner of Pursuit Wealth Group, LLC (facilitating securities, advisory, and insurance business), and is a co-owner of Compass Tax Advisors, LLC (providing tax preparation). He dedicates about 10% of his time to fixed insurance sales, minimal time to Compass Tax Advisors, and full-time hours to Pursuit Wealth Group.