Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3314 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

3704 Oakwood Hills Pkwy, 1st Floor, Eau Claire, WI, 54701

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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 board member of the Wisconsin Upper Michigan Bridge Association, dedicating minimal time per week. He also serves on the Strategic Planning Commission for the Altoona Public Library, spending minimal time per week.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
December 2014 - Present · 11 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2014 - Present · 11 yrs 4 mos
State Registrations41 states
AKALARAZCACODEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.