Adam Folkerts (CRD# 5149538) is an Investment Advisor Representative working at Mml Investors Services, LLC in Waverly, IA and has over 17 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investor Services, LLC | West Des Moines, IA | Feb 2015 - Current | 9 |
Massmutual Insurance Company | West Des Moines, IA | Jan 2015 - Current | 9 |
Northwestern Mutual Investment Services, LLC | Waverly, IA | Feb 2014 - Jan 2015 | < 1 |
Northwestern Mutual Investment Services, LLC | Waverly, IA | Dec 2009 - Jan 2015 | 5 |
Northwestern Mutual Investment Services, LLC | Waterloo, IA | Jun 2006 - Jan 2015 | 8 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2006 - Jan 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2006 |
S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- IA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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