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Adam Richard Stalnaker

Rockport Wealth Advisors

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About Adam Richard Stalnaker

Adam Stalnaker is a financial advisor with Rockport Wealth Advisors and has over 14 years of experience in the financial industry. Adam is registered to provide investment advice in multiple states, including Indiana, Ohio, and Texas. Adam is also an insurance agent licensed to sell life, disability, and long-term care insurance.

Firm Information

Adam Stalnaker is currently registered with Rockport Wealth Advisors. Rockport Wealth Advisors is a registered investment advisor located in Fairview Park, OH. They offer a range of services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $513,650,570 in assets for 2,597 clients, including high-net-worth individuals, corporations, and charitable organizations.
Rockport Wealth Advisors

22730 FAIRVIEW CENTER DR

FAIRVIEW PARK, OH 44126

$513.65M

Assets Under Management

6

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consultation services

Consultation services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Stalnaker’s Registration & Firm History

OH

08/16/2021 - Present

Rockport Wealth Advisors (FAIRVIEW PARK OH)

OH

12/03/2013 - 01/28/2021

CETERA ADVISORS LLC (FAIRVIEW PARK OH)

OH

09/24/2009 - 12/05/2013

NEW ENGLAND SECURITIES (WESTLAKE OH)

OH

07/10/2009 - 09/17/2009

AXA ADVISORS, LLC (CLEVELAND OH)

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Licenses & Designations

IA

Issued 12/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Richard Stalnaker.
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