Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757

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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.

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Other Business Activities

Adam works as an advisory representative of a registered investment advisor (RIA). This activity is investment-related and takes about half of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
May 2015 - Present · 10 yrs 9 mos
Cambridge Investment Research, INC.Broker
October 2011 - Present · 14 yrs 4 mos
State Registrations2 states
IAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.