Unclaimed
Adam Joseph Domask is a financial advisor with Thrivent Investment Management Inc. Adam Domask has been in the financial services industry since March 2012 and has held previous roles with Packerland Brokerage Services, Inc., Pruco Securities, LLC., and Edward Jones. Adam Domask is registered with the state of Wisconsin and is a Series 66, Series 53, Series 24, Series 4, SIE, Series 52, and Series 7 licensed professional. Adam Domask works with individuals, high-net-worth individuals, corporations, churches and non-profit sharing retirement accounts, and pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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
WI
06/09/2016 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
12/17/2012 - 06/07/2016
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
WI
05/07/2012 - 11/15/2012
PRUCO SECURITIES, LLC. (APPLETON WI)
MO
01/26/2012 - 04/05/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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