Adam RiegelCRD Number: 5926325
Current Firm: Northwestern Mutual Investment Services,llc
Adam Riegel (CRD# 5926325) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wellesley, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||1|
|Northwestern Mutual Investment Services, LLC||Wellesley, MA||Mar 2013 - Current||4|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2011 - Current||6|
|Harvard University||Cambridge, MA||Sep 2009 - Current||7|
|Northwestern Mutual Investment Services, LLC||Wellesley, MA||Jul 2014 - Mar 2016||1|
|Harvard University Athletics||Cambridge, MA||Feb 2010 - Jan 2013||2|
|Trademark Tours||Cambridge, MA||Jun 2010 - Aug 2010||< 1|
|Town Of Walpole||Walpole, MA||Jun 2006 - Aug 2009||3|
|Little League Umpire||Walpole, MA||Apr 2003 - Aug 2009||6|
|Walpole High School||Walpole, MA||Sep 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.