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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 Michael Finke is a financial advisor with Mariner Wealth. He is located in Overland Park, KS and has been working in the financial industry since 2011. He previously worked at WADDELL & REED and HEIM, YOUNG & ASSOCIATES, INC. Adam is a Chartered Financial Analyst (CFA) and holds Series 7, 24, 52, 53, and 66 securities licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions. Adam is registered as an Investment Advisor Representative (IAR) in Kansas.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
KS
12/08/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
09/29/2017 - 05/31/2024
MSEC, LLC (Overland Park KS)
KS
03/02/2017 - 09/15/2017
WADDELL & REED (OVERLAND PARK KS)
MO
12/14/2011 - 11/07/2016
HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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