AZ
AZ

Adam James Zawilenski

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

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Location

600 S Highway 169, Suite 1000, St. Louis Park, MN, 55426-0134

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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 receives rental income from farmland and works as a cook at Northwoods Brew Pub. The cooking position takes about a quarter of Adam's time.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Prudential Financial Planning Services
December 2021 - November 2024 · 2 yrs 11 mos
Pruco Securities, LLC.Broker
August 2021 - November 2024 · 3 yrs 3 mos
State Registrations7 states
AZCAILMNSDWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.