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Adam Van Wie, financial advisor Jacksonville Beach FL

Adam Van Wie

Van Wie Financial

CRD Number: 6431360
Current Firm: Van Wie Financial
Compensation Model: Fee Only

Adam Van Wie (CRD# 6431360) is an Investment Advisor Representative working at Van Wie Financial in Jacksonville, FL and has 2 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Steven H. Van Wie, LLC Jacksonville Beach, FL Apr 2015 - Current 9
Adam D. Van Wie, LLC Jacksonville Beach, FL Feb 2015 - Dec 2019 4
Madden Advisory Services Jacksonville, FL Apr 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Adam D. Van Wie
1538 The Greens Way, Suite 105, Jacksonville Beach, FL 32250
Phone Number: (904) 685-1505
Firm Website: http://www.vanwiefinancial.com/
Registered State(s):
  • FL
  • LA
  • TX
Current Firm Details
Van Wie Financial
Firm's CRD Number: 173580
1538 The Greens Way, Suite 105, Jacksonville Beach, FL 32250
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $254,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

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