Adam Wolff (CRD# 4277793) is an Investment Advisor Representative working at Lpl Financial LLC in Jackson, MN and has over 23 years of experience in the finance industry.
CRD# 6915913
Edward Jones
CRD# 3050508
Thrivent Investment Management Inc.
CRD# 2525091
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Jackson, MN | Feb 2018 - Current | 6 |
| Invest Financial Corporation | Jackson, MN | Feb 2016 - Feb 2018 | 2 |
| Metlife Securities Inc. | Minnetonka, MN | Jul 2004 - Feb 2016 | 11 |
| Metropolitan Life Insurance Company | Minnetonka, MN | Jul 2004 - Feb 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- MN
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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