Adam Laffey, financial advisor Urbandale IA
90 score

Adam Laffey

CRD Number: 6045978
Current Firm: Packerland Brokerage Services, Inc.

Adam Laffey (CRD# 6045978) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Urbandale, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Green Bay, WI Apr 2016 - Current < 1
Edward Jones St Louis, MO Apr 2012 - Jan 2016 3
Aspen Athletic Club Des Moines, IA Jan 2010 - Apr 2012 2
Caberet West Glen West Des Moines, IA Mar 2011 - Jun 2011 < 1
St Ambrose University Davenport, IA Jun 2009 - Jan 2010 < 1
Carroll University Waukesha, WI Jun 2007 - Jun 2009 2
Julien Inn Hotel Dubuque, IA Mar 2005 - Apr 2007 2
Althaus Brothers Concrete Dubuque, IA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Adam M. Laffey
Phone Number: 920-662-9500
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $137,435
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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