AA
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Adam David Arthurs

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000
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Location

320 N Third Street, Ste 501, Burlington, IA, 52601

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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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Employment History
Current Registrations
Focus Partners Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
July 2023 - November 2024 · 1 yr 4 mos
T3 Trading Group, LLCBroker
March 2023 - June 2023 · 3 mos
T3 Trading Group, LLCBroker
June 2022 - October 2022 · 4 mos
Avatar Securities, LLCBroker
January 2021 - June 2021 · 5 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.
Adam David Arthurs - Financial Advisor | TrueAdvisor