Adam Wade (CRD# 4379225) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Colorado Springs, CO and has over 17 years of experience in the finance industry. Adam Wade 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# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, LLC | Tampa, FL | Mar 2022 - Current | 2 |
| Integrated Financial Wellness, LLC | Colorado Springs, CO | May 2014 - Current | 9 |
| Nova Financial Services | Colorado Springs, CO | Feb 2017 - Mar 2022 | 5 |
| Western Wealth Management LLC | Colorado Springs, CO | Jun 2016 - Feb 2017 | < 1 |
| Western Wealth Management, LLC | Colorado Springs, CO | May 2014 - Feb 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs, CO | Jun 2011 - May 2014 | 2 |
| Bank Of America Na | Colorado Springs, CO | Jun 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
-
Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
-
Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.