Adam Edward Laberda

CFP

Huntington Financial Advisors

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Huntington Financial Advisors

Compensation

Fee-Only (AUM)

Firm Size

419 advisors

Number of Clients

37,298 clients

Average Client Portfolio

$170K average

Assets Under Management

$6.3B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Minimum Annual Fee:$1,500

Location

Oak Park Heights, 5850 Neal Ave N, Oak Park Heights, MN, 55082

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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.

Other Business Activities

Adam works as a carpet cleaner for Life In Place LLC. This activity requires minimal time and is not investment-related.

Employment History

Current Registrations

Huntington Financial Advisors

October 2022 - Present · 3 yrs 4 mos

The Huntington Investment CompanyBroker

October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Cetera Advisor Networks LLC

April 2020 - October 2022 · 2 yrs 6 mos

Cetera Advisor Networks LLCBroker

September 2019 - October 2022 · 3 yrs 1 mo

Allianz Life Financial Services, LLCBroker

January 2014 - September 2019 · 5 yrs 8 mos

State Registrations5 states

FLMNTXWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.