Adam Fowler, financial advisor Johnstown CO
93 score

Adam Fowler

CRD Number: 5561908
Current Firm: U.s. Bancorp Investments, Inc.

Adam Fowler (CRD# 5561908) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Johnstown, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Johnstown, CO Oct 2011 - Current 5
Chase Investment Services Corp Longmont, CO Dec 2008 - Sep 2011 2
Jpmorgan Chase Bank Na Longmont, CO Dec 2008 - Sep 2011 2
Northwestern Mutual Investment Services, LLC Fort Collins, CO Aug 2008 - Dec 2008 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2008 - Dec 2008 < 1
Unemployed Fort Collins, CO Jun 2008 - Jul 2008 < 1
L2 Auto Loveland, CO Jun 2007 - Jun 2008 1
Wells Fargo Financial Longmont, CO Dec 2006 - May 2007 < 1
Colorado State University Fort Collins, CO Aug 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Adam J. Fowler
Phone Number: 800-888-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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