Akm Advisory

Akm Advisory (CRD# 170187) is a financial advisory firm headquartered in Edina, MN. They manage $18,716,928 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $311,949
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Akm Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Adam K. Mans
CRD#: 2413996
5200 Willson Road, Suite 150, Edina, MN 55424
96
Wealthminder
score

Adam Mans (CRD# 2413996) is an Investment Advisor Representative working at Akm Advisory in Edina, MN and has over 22 years of experience in the finance industry. Adam Mans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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