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Adam J Link

Portfolio Medics, LLC

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About Adam J Link

Adam Link is a registered Investment Advisor Representative in Minnesota and Wisconsin. Adam specializes in providing financial planning, portfolio management, and pension consulting. Adam has been in the industry since 2012, with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CRI Securities, LLC, and Securian Financial Services, Inc. Adam is currently employed at Portfolio Medics, LLC, based in Bonita Springs, Florida.

Firm Information

Adam Link is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Link’s Registration & Firm History

MN

06/12/2024 - Present

Portfolio Medics, LLC (Britt MN)

MN

03/03/2014 - 01/06/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH MN)

MN

12/13/2012 - 02/24/2014

CRI SECURITIES, LLC (MINNEAPOLIS MN)

MN

12/13/2012 - 02/24/2014

SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam J Link.
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