Adam Obluck (CRD# 5501835) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Waterford, WI and has over 16 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Waterford, WI | Jan 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Waterford, WI | Jan 2024 - Current | < 1 |
| Greens Deals, LLC | Waterford, WI | Jan 2021 - Current | 3 |
| Raymond James & Associates, Inc. | Waterford, WI | Jul 2018 - Current | 5 |
| Racine County (wi) Election Poll Worker | Racine, WI | Nov 2022 - Nov 2022 | < 1 |
| Dscout | Milwaukee, WI | Nov 2018 - Feb 2019 | < 1 |
| Wells Fargo Clearing Services, LLC | Milwaukee, WI | Nov 2016 - Jul 2018 | 1 |
| Wells Fargo Advisors LLC | Milwaukee, WI | May 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- WI
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, VI, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.