Adam Dwyer, financial advisor Mankato MN

Adam Dwyer

CRD Number: 6671248
Current Firm: Pfg Advisors

Adam Dwyer (CRD# 6671248) is an Investment Advisor Representative working at Pfg Advisors in Mankato, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Mankato, MN Dec 2021 - Current 2
Pfg Advisors, LLC Mankato, MN Dec 2021 - Current 2
Faribault Referee Association Faribault, MN Sep 2007 - Current 16
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington, MN Sep 2019 - Oct 2021 2
Ameriprise Financial Services, Inc. Shakopee, MN Jul 2017 - Sep 2019 2
Ubs Bloomington, MN Jun 2016 - Jun 2017 1
Aflac Faribault, MN Jun 2015 - Jun 2016 1
Dairy Queen Faribault, MN Jul 2010 - May 2015 4
Course Hero, Inc. St. Peter, MN Jan 2015 - Apr 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Adam H. Dwyer
Phone Number: (800) 405-8850
Firm Website: https://www.pfgteam.com/
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,333
    MILLIONS
  • Total Number of Accounts
    11,752
    ACCOUNTS
  • Average Account Value
    $198,543
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

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