Adam SrmekCRD Number: 6201820
Current Firm: Ameriprise Financial Services, LLC
Adam Srmek (CRD# 6201820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Lpl Financial LLC
Lpl Financial LLC
|Ameriprise Financial Services, Inc.||Portage, MI||Jun 2016 - Current||5|
|Univeristy Of Notre Dame||Notre Dame, IN||Jul 2012 - May 2016||3|
|Brandywine Hs||Niles, MI||Jun 2006 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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