Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hartung is a financial advisor with over 20 years of experience in the industry. Adam is a Certified Financial Planner™ professional and currently registered with J. W. Cole Advisors, Inc. in Lakeville, Minnesota and Tampa, Florida. Prior to joining J. W. Cole Advisors, Inc., Adam was employed with Parkland Securities, LLC and Walnut Street Securities, Inc.. Adam holds Series 6, 7, and 63 licenses and the Securities Industry Essentials (SIE) exam. He also holds a Series 63 registration in 15 states and an Investment Advisor (IA) registration in Minnesota. Adam is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Adam is a dedicated professional who is passionate about helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
05/03/2023 - Present
J. W. Cole Advisors, Inc. (Lakeville MN)
MN
02/09/2002 - 04/28/2023
PARKLAND SECURITIES, LLC (LAKEVILLE MN)
CA
03/06/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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