Adam Fallert, financial advisor Saint Petersburg FL
90 score

Adam Fallert

CRD Number: 5605188
Current Firm: Thrivent Investment Management Inc.

Adam Fallert (CRD# 5605188) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Saint Petersburg, FL and has over 4 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Saint Petersburg FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Saint Petersburg FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Saint Petersburg FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Aug 2012 - Current 4
Thrivent Investment Management Inc. St Petersburg, FL Mar 2012 - Current 4
Thrivent Financial For Lutherans Heathrow, FL Jun 2012 - Aug 2012 < 1
The Mcclatchy Co Tacoma, WA Sep 2009 - May 2012 2
American Family Ins Puyallup, WA Jan 2009 - Sep 2009 < 1
Thrivent Investment Management Inc. Lakewood, WA Oct 2008 - Jan 2009 < 1
Thrivent Financial For Lutherans Appleton, WI Oct 2008 - Jan 2009 < 1
Boys And Girls Club S Puget Sound Tacoma, WA Apr 2008 - Oct 2008 < 1
Viking Athletics Western Wa University Bellingham, WA Apr 2007 - Apr 2008 1
Boys & Girls Club S Puget Sound Tacoma, WA May 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Adam S. Fallert
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Adam Fallert and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.