Adam BukowskiCRD 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.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|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|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- 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)
- Educational seminars/workshops
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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