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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 Eisenhauer is a financial advisor with over 20 years of experience in the industry. Adam is currently registered with Captrust. Adam is a Registered Representative and an Investment Advisor Representative with the firm. Previous to Captrust, Adam was employed by Advisors Asset Management, Inc. and Investment Professionals, Inc.. Adam has experience working with a variety of client types, including high-net-worth individuals, families, and businesses. He specializes in providing financial planning, portfolio management, and investment advisory services.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
10/04/2019 - Present
Captrust (RALEIGH NC)
TX
04/05/2017 - 04/12/2018
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
06/13/2011 - 01/03/2017
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
08/04/2004 - 06/14/2011
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
MI
03/09/2004 - 07/29/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
08/03/2001 - 10/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/23/1999 - 08/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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