Adam Bukowski, financial advisor Downers Grove IL

Adam Bukowski

CRD Number: 5802275
Current Firm: Mml Investors Services, LLC

Adam Bukowski (CRD# 5802275) is an Investment Advisor Representative working at Mml Investors Services, LLC in Downers Grove, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Downers Grove, IL Apr 2014 - Current 8
Massmutual Life Insurance Company Downers Grove, IL Mar 2014 - Current 8
Northwestern Mutual Investment Services, LLC Downers Grove, IL Dec 2010 - Mar 2014 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2010 - Mar 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Adam V. Bukowski
Phone Number: (413)737-8400
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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