Adam Rainey (CRD# 6232758) is an Investment Advisor Representative working at Star Capital Inc. in Rochester, MN and has over 9 years of experience in the finance industry. Adam Rainey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Asset Management | Rochester, MN | Mar 2024 - Current | < 1 |
| Star Capital Inc. | Bloomington, MN | Oct 2016 - Current | 7 |
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Sep 2016 - Current | 7 |
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Oct 2015 - Sep 2016 | < 1 |
| Next Financial Group | Rochester, MN | Nov 2014 - Oct 2015 | < 1 |
| Wealth Enhancement Brokerage Services | Plymouth, MN | Jun 2014 - Nov 2014 | < 1 |
| Lpl Financial LLC | Rochester, MN | Jul 2013 - Nov 2014 | 1 |
| Wealth Enhancement Group | Rochester, MN | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- MN
-
Total Assets Under Management136MILLIONS
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Total Number of Accounts1,549ACCOUNTS
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Average Account Value$87,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, FL, IA, IL, LA, MN, NE, NJ, NY, TX, WI
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