Adam Zawilenski, financial advisor Saint Louis Park MN

Adam Zawilenski

CRD Number: 7411062
Current Firm: Prudential Financial Planning Services

Adam Zawilenski (CRD# 7411062) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saint Louis Park, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America St Louis Park, MN Nov 2021 - Current < 1
Pruco Securities LLC St Louis Park, MN May 2021 - Current 1
Wp Operations, LLC Hixton, WI Jan 2018 - May 2021 3
Pinstripes South Barrington, IL Oct 2016 - Dec 2017 1
Rolling Green Country Club Arlington Heights, IL Aug 2016 - Sep 2016 < 1
Ravinia Green Country Club Riverwoods, IL Mar 2016 - Aug 2016 < 1
Rivers Casino Des Plains, IL Sep 2012 - Mar 2016 3
Le Titi De Paris Arlington Heights, IL Oct 2010 - Jun 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Adam J. Zawilenski
Phone Number: 800-235-7637
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    14,969
    MILLIONS
  • Total Number of Accounts
    92,200
    ACCOUNTS
  • Average Account Value
    $162,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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