Adam LandvikCRD Number: 4428917
Current Firm: Investors Financial Group
Adam Landvik (CRD# 4428917) is an Investment Advisor Representative working at Investors Financial Group in Minneapolis, MN and has over 15 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Investors Financial Group, LLC||Minneapolis, MN||Aug 2013 - Current||3|
|Lpl Financial, LLC||Minneapolis, MN||Jun 2013 - Current||3|
|Landvik Financial||Arden Hills, MN||Nov 2010 - Jun 2013||2|
|Raymond James Financial Services Advisors, Inc.||Arden Hills, MN||Jul 2010 - Jun 2013||2|
|Raymond James Financial Services||Arden Hills, MN||Jul 2010 - Jun 2013||2|
|Morgan Stanley Smith Barney||St.paul, MN||Jun 2009 - Jul 2010||1|
|Citigroup Global Markets Inc.||St. Paul, MN||Jun 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management511MILLIONS
Total Number of Accounts2,250ACCOUNTS
Average Account Value$227,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, IA, IL, LA, MN, NC, NE, NH, NJ, NM, NV, NY, PA, TX, VA, VT, WA, WI
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