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

8535 East 21st Street N, Suite 125, Wichita, KS, 67206

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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 the public announcer for home football games at Wichita Collegiate School, his old high school. This takes about 10-20% of his time during the football season.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
September 2017 - Present · 8 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
August 2017 - Present · 8 yrs 6 mos
State Registrations39 states
AKARAZCACOCTDCFLGAIAILINKSMAMDMIMNMOMTNCNENHNJNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam M Alter - Financial Advisor | TrueAdvisor