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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 Roeder is an Investment Advisor Representative at The Colony Group, LLC. Adam is a licensed Investment Advisor Representative with The Colony Group, LLC. Adam has been in the industry since 2021, and previously worked at Krilogy Financial, Auto Spa, Beckwood Press, Northern Michigan University, and Janesville Jets NAHL. Adam has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Adam is a member of the Investment Advisor Association. Adam specializes in investment strategies including Retirement, Asset Management, Education Planning, Estate Planning, Charitable Planning, Business Succession, Family Wealth Planning, and Tax Planning. Adam is a highly experienced advisor who is committed to providing personalized financial planning and investment advice to meet his clients' needs.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
IA
Issued 06/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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