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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Wondra is an Investment Advisor Representative with LPL Financial LLC, based in Wayzata, Minnesota. Adam Wondra has been in the financial services industry since 2016 and has experience with both Wells Fargo Clearing Services, LLC and Northwestern Mutual Investment Services, LLC. Adam Wondra holds the Series 6, 7, 63, and 65 licenses. Adam Wondra has experience serving a variety of clients including corporations, individuals, insurance companies, charitable organizations, pension and profit sharing plans, and state and municipal government entities. Adam Wondra offers a variety of financial advisory services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/22/2021 - Present
LPL Financial LLC (WAYZATA MN)
MN
03/07/2017 - 12/07/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
MN
02/04/2016 - 02/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OWATONNA MN)
IA
Issued 03/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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