Adam Dodge, financial advisor Menomonee Falls WI
96 score

Adam Dodge

CRD Number: 5581033
Current Firm: Sja Financial Advisory, LLC

Adam Dodge (CRD# 5581033) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry. Adam Dodge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sja Financial Advisory, LLC Menomonee Falls, WI Jun 2011 - Current 5
Fidelity Brokerage Services LLC Brookfield, WI Aug 2008 - Jun 2011 2
Advantage Planning Group, LLC Oakbrook Terrace, IL Jun 2008 - Jul 2008 < 1
St. Olaf College Northfield, MN Feb 2007 - May 2008 1
St. Olaf College Northfield, MN Sep 2004 - May 2008 3
Fidelity Investments Milwaukee, WI Jun 2007 - Aug 2007 < 1
Fidelity Investments Milwaukee, WI Jun 2006 - Aug 2006 < 1
The Grove Restaurant Elm Grove, WI Oct 2001 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Adam W. Dodge
Phone Number: 414-273-0500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    266
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $1,303,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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