Adam FallertCRD 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 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Thrivent Financial For Lutherans||Appleton, WI||Aug 2012 - Current||5|
|Thrivent Investment Management Inc.||St Petersburg, FL||Mar 2012 - Current||5|
|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|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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