AW
AW

Adam Lovirn Wondra

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

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Location

1200 Wayzata Blvd E, Wayzata, MN, 55391

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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 DBA for LPL Business through BMO Investment Services and works as a Premier Banker at BMO Bank NA, dedicating full-time hours to this role. He also works as a notary, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
July 2025 - Present · 7 mos
Robert W. Baird & CO. Incorporated
July 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLCBroker
November 2021 - July 2025 · 3 yrs 8 mos
LPL Financial LLC
November 2021 - July 2025 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
March 2017 - December 2021 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - December 2021 · 4 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
February 2016 - February 2017 · 1 yr
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Lovirn Wondra - Financial Advisor | TrueAdvisor