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

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Location

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

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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 is a notary in MD since May 2024. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
June 2024 - Present · 1 yr 8 mos
Wealth Enhancement Advisory Services, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - June 2025 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
August 2021 - May 2024 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2021 - May 2024 · 2 yrs 9 mos
T. Rowe Price Advisory Services, INC.
October 2014 - August 2021 · 6 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
June 2013 - August 2021 · 8 yrs 2 mos
State Registrations42 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.