AS
CFP
AS
CFP

Adam James Seifts

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Loading...

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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 is an associate wealth advisor at 10-15 Associates, advising clients on retirement planning and investing, dedicating nearly full-time hours to this role. He is also a licensed agent for Jackson National Life, offering fixed annuities to clients with life insurance needs, dedicating minimal time to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2010 - November 2018 · 8 yrs 7 mos
Ing Financial Advisers, LLC
December 2008 - March 2010 · 1 yr 3 mos
Ing Financial Advisers, LLCBroker
December 2008 - March 2010 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
August 2008 - November 2008 · 3 mos
State Registrations2 states
CTNY
Advisor
Exams
No exam information available for this advisor.