Adam Meyer (CRD# 6434574) is an Investment Advisor Representative working at Commonwealth Financial Network in Normal, IL and has over 9 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crabtree Financial Group, LLC | Normal, IL | Jun 2021 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Jun 2021 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Apr 2018 - Jun 2021 | 3 |
| Crabtree Financial Services, LLC | Normal, IL | Apr 2018 - Jun 2021 | 3 |
| Cushings' Commercial Carpet, Inc. | Bloomington, IL | Aug 2016 - Apr 2018 | 1 |
| Thrivent Financial | Appleton, WI | May 2015 - Aug 2016 | 1 |
| Thrivent Investment Management Inc. | Collinsville, IL | Jan 2015 - Aug 2016 | 1 |
| Thrivent Financial | Appleton, WI | Mar 2015 - May 2015 | < 1 |
| Meyer Farms | Jacksonville, IL | Apr 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- IL
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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