Adam Borths (CRD# 6452691) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 7 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | De Pere, WI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | De Pere, WI | Nov 2019 - Mar 2020 | < 1 |
| Stadium View | Green Bay, WI | Aug 2019 - Nov 2019 | < 1 |
| Unemployed | Green Bay, WI | Feb 2019 - Aug 2019 | < 1 |
| Raymond James Financial Services Advisors Inc. | Green Bay, WI | Oct 2016 - Feb 2019 | 2 |
| Raymond James Financial Services, Inc. | Green Bay, WI | Apr 2015 - Feb 2019 | 3 |
| Zk Financial Group | Green Bay, WI | Feb 2015 - Feb 2019 | 4 |
| Raymond James Financial Services, Inc. | Green Bay, WI | Feb 2015 - Apr 2015 | < 1 |
| Unemployed | Wallace, MI | Nov 2014 - Feb 2015 | < 1 |
| Cci Systems | Iron Mountain, MI | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- WI
-
Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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