Adam Wiatrak (CRD# 2968683) is an Investment Advisor Representative working at Core Wealth Partners LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Wealth Partners LLC | Santa Rosa, CA | Oct 2022 - Current | 1 |
| Western International Securities, Inc. | Pasadena, CA | Nov 2013 - Sep 2022 | 8 |
| Legalshield | Santa Rosa, CA | Feb 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- CA
- TX
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$379,635
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, CA, CO, ID, LA, NV, OR, TX, WA
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