Adam Klimas, financial advisor Wauwatosa WI

Adam Klimas

CRD Number: 6614250
Current Firm: Prudential Financial Planning Services

Adam Klimas (CRD# 6614250) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Wauwatosa, WI May 2016 - Current 5
Pruco Securities, LLC Wauwatosa, WI Feb 2016 - Current 5
Bonafide Safe And Lock Brookfield, WI Oct 2014 - Apr 2016 1
Carlisle Slinger, WI Mar 2013 - Oct 2014 1
Adecco West Bend, WI Dec 2012 - Mar 2013 < 1
Speedway Germantown, WI Apr 2012 - Dec 2012 < 1
Full Time Student Germantown, WI Sep 1999 - Jun 2012 12
Culvers Memomnee Falls, WI Apr 2011 - Apr 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Adam M. Klimas
Phone Number: 800-235-7637
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
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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