Conrad Adam (CRD# 7368901) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has 1 year of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 6915920
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elgethun Capital Management | Sioux Falls, SD | May 2022 - Current | 1 |
| Hirtle, Callaghan & Company, LLC | Minneapolis, MN | Jun 2021 - Current | 2 |
| Wells Fargo/abbot Downing | Minneapolis, MN | Jun 2018 - Jun 2021 | 3 |
| South Dakota Bureau Of Finance & Management | Pierre, SD | May 2016 - May 2018 | 2 |
| South Dakota Board Of Regents | Pierre, SD | May 2016 - May 2018 | 2 |
| University Of South Dakota | Vermillion, SD | Aug 2014 - May 2018 | 3 |
| Wells Fargo/abbot Downing | Minneapolis, MN | Jun 2017 - Aug 2017 | < 1 |
| South Dakota Community Foundation | Pierre, SD | May 2015 - Aug 2015 | < 1 |
| Unemployed | Pierre, SD | May 2014 - May 2015 | 1 |
| T. F. Riggs High School | Pierre, SD | Aug 2010 - May 2014 | 3 |
- SD
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Total Assets Under Management787MILLIONS
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Total Number of Accounts802ACCOUNTS
-
Average Account Value$980,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
CO, FL, IL, MN, NE, SD, TX
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