Adam TraskCRD Number: 6624797
Current Firm: Burnham & Dells Advisors
Adam Trask (CRD# 6624797) is an Investment Advisor Representative working at Burnham & Dells Advisors in Grand Rapids, MI and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
J.p. Morgan Securities LLC
|Burnham & Dells Advisors||Grand Rapids, MI||Feb 2020 - Current||1|
|The Huntington Investment Company||Columbus, OH||Mar 2018 - Jan 2020||1|
|The Huntington National Bank||Holland, MI||Jan 2018 - Jan 2020||2|
|Jp Morgan Chase||Grand Rapids, MI||Jul 2017 - Jan 2018||< 1|
|The Huntington Investment Company||Columbus, OH||Mar 2016 - Jul 2017||1|
|Huntington National Bank||South Haven, MI||Jun 2015 - Jul 2017||2|
|Manufactures Supply Company||Hudsonville, MI||Apr 2011 - Jun 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2016|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management356MILLIONS
Total Number of Accounts301ACCOUNTS
Average Account Value$1,182,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
ME, MI, NY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.